LIFESTYLE INVESTMENT PLANNING PTY LTD

Address: St Kilda, VIC 3182, Australia

LIFESTYLE INVESTMENT PLANNING PTY LTD (Licence# 000278361) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 6, 2004.

Service Overview

Register Name AFS Licence
Licence Name LIFESTYLE INVESTMENT PLANNING PTY LTD
Licence Number 000278361
Licence ABN 94069277943
Issue Date 2004-09-06
Locality ST KILDA
State VIC
Postcode 3182
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities; and
      • superannuation; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000274373 DAVID LEON KHENKIN Current 2017-11-28
000403564 MICHAEL FINGERETH Current 2012-06-29
000305849 ETEL NAGYIDAI Current 2012-06-09
000236694 GARY CSABA NAGYIDAI Current 2004-10-01

Office Location

Locality ST KILDA
State VIC
Postcode 3182
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
FITNACTIVE8 PTY LTD & PITITTO'S ACCOUNTING SERVICES PTY LTD 2016-01-15 St Kilda, VIC 3182, Australia
GOAL ADVISORY PTY. LTD. 2012-09-26 St Kilda, VIC 3182, Australia
CONNECT INTERNATIONAL CAPITAL PTY LTD 2011-08-11 St Kilda, VIC 3182, Australia
IMPACT FUNDS MANAGEMENT PTY LTD 2010-06-29 St Kilda, VIC 3182, Australia
PHILP NEWBY & OWEN PTY. LTD. 2004-01-18 St Kilda, VIC 3182, Australia
SCOTT WINTON NOMINEES PTY. LTD. 2003-12-23 St Kilda, VIC 3182, Australia
KLEIMAN SHEMER INSURANCE BROKERS PTY. LTD. 2003-10-24 St Kilda, VIC 3182, Australia

Financial services with the same locality

Service Name Issue Date Locality
FITNACTIVE8 PTY LTD & PITITTO'S ACCOUNTING SERVICES PTY LTD 2016-01-15 St Kilda, VIC 3182, Australia
GOAL ADVISORY PTY. LTD. 2012-09-26 St Kilda, VIC 3182, Australia
CONNECT INTERNATIONAL CAPITAL PTY LTD 2011-08-11 St Kilda, VIC 3182, Australia
IMPACT FUNDS MANAGEMENT PTY LTD 2010-06-29 St Kilda, VIC 3182, Australia
PHILP NEWBY & OWEN PTY. LTD. 2004-01-18 St Kilda, VIC 3182, Australia
SCOTT WINTON NOMINEES PTY. LTD. 2003-12-23 St Kilda, VIC 3182, Australia
KLEIMAN SHEMER INSURANCE BROKERS PTY. LTD. 2003-10-24 St Kilda, VIC 3182, Australia

Competitor

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Postal Code 3182

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.