AP FINANCIAL SERVICES GROUP LIMITED


Address: Chatswood, NSW 2067, Australia

AP FINANCIAL SERVICES GROUP LIMITED (Licence# 000280595) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 24, 2005.

Service Overview

Register Name AFS Licence
Licence Name AP FINANCIAL SERVICES GROUP LIMITED
Licence Number 000280595
Licence ABN 53098286241
Issue Date 2005-02-24
Locality CHATSWOOD
State NSW
Postcode 2067
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice to retail and wholesale clients 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;
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product to retail and wholesale clients in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
      • securities; and
    • issuing, applying for, acquiring, varying or disposing of a financial product to wholesale clients in respect of the following classes of financial products:
      • derivatives;
    • applying for, acquiring, varying or disposing of a financial product to retail and wholesale clients on behalf of another person in respect of the following classes of 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;
    • applying for, acquiring, varying or disposing of a financial product to wholesale clients on behalf of another person in respect of the following classes of products:
      • derivatives;
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "AP Master Fund" scheme (ARSN: 602 593 439),
    • a scheme which only holds the following types of property:
      • direct real property; and
      • financial assets; and
    • "AP Property Fund" scheme (ARSN: 602 593 831),
    • a scheme which only holds the following types of property:
      • direct real property; and
      • financial assets; and
  • provide the following custodial or depository services:
    operate custodial or depository services other than investor directed portfolio services;

    Financial advisers

    Adviser Number Adviser Name Status Start Date
    000403568 BEN HO PAN AU Current 2017-06-23

    Office Location

    Locality CHATSWOOD
    State NSW
    Postcode 2067
    Country Australia

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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.