CORE ADVISOR GROUP PTY LTD


Address: Fortitude Valley, QLD 4006, Australia

CORE ADVISOR GROUP PTY LTD (Licence# 000281394) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 18, 2005.

Service Overview

Register Name AFS Licence
Licence Name CORE ADVISOR GROUP PTY LTD
Licence Number 000281394
Licence ABN 19109451916
Issue Date 2005-03-18
Locality FORTITUDE VALLEY
State QLD
Postcode 4006
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;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001261940 HOLLY CHALLONER Current 2018-02-14
000316520 HELEN RUSSO Ceased 2012-10-19
000345061 EMILY SARAH LEYDEN Ceased 2010-02-22
000253783 MICHAEL JEREMY PURVIS Current 2008-06-12
000274393 CHRISTOPHER DAVID MCKNIGHT Current 2005-03-23
000274371 BEVAN DONALD KEAST Ceased 2005-03-23

Office Location

Locality FORTITUDE VALLEY
State QLD
Postcode 4006
Country Australia

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ONE FUND SERVICES LTD 2017-05-31 Fortitude Valley, QLD 4006, Australia
BLUE STAMP COMPANY PTY LTD 2017-05-26 Newstead, QLD 4006, Australia
ZUNKER, PETER ANDREW 2017-01-31 Fortitude Valley, QLD 4006, Australia
LEE AND ASSOCIATES (AUSTRALIA) PTY LTD 2016-09-06 Fortitude Valley, QLD 4006, Australia
JONES HOWARD PTY LTD 2016-06-22 Fortitude Valley, QLD 4006, Australia
FINANCIAL HUB FINANCIAL SERVICES PTY LTD 2015-12-03 Newstead, QLD 4006, Australia
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Competitor

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Postal Code 4006

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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.