72 FINANCIAL PTY LTD


Address: Malvern, VIC 3144, Australia

72 FINANCIAL PTY LTD (Licence# 000286912) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 20, 2005.

Service Overview

Register Name AFS Licence
Licence Name 72 FINANCIAL PTY LTD
Licence Number 000286912
Licence ABN 79112050110
Issue Date 2005-05-20
Locality MALVERN
State VIC
Postcode 3144
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
001002203 STEVEN IVANUSEC Current 2018-07-01
001244576 ANDREW ROBERT PUGSLEY Ceased 2016-07-01
000466234 TIMMOTHY JAMES PATRICK BYRNE Current 2014-09-02
001233375 GEORGE VASSILOPOULOS Current 2005-05-20

Office Location

Locality MALVERN
State VIC
Postcode 3144
Country Australia

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Service Name Issue Date Locality
JSM MANAGEMENT PTY LTD 2017-12-18 Malvern, VIC 3144, Australia
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GENESIS SUPER TAX GROUP PTY LTD 2016-10-06 Malvern, VIC 3144, Australia
MODY & CO. PTY. LTD. 2016-08-31 Malvern, VIC 3144, Australia
INSIGHT CAPITAL ADVISORS PTY LTD 2016-02-12 Malvern, VIC 3144, Australia
PREFERRED CARBON AUSTRALIA PTY LTD 2013-01-08 Malvern, VIC 3144, Australia
HOWARD-OSMOND FINANCIAL SERVICES PTY LTD 2011-11-23 Malvern, VIC 3144, Australia
MADDERN FINANCIAL ADVISERS PTY. LTD. 2009-03-31 Malvern, VIC 3144, Australia
CANTERBURY HILL ADVISORY PTY LTD 2004-02-04 Kooyong, VIC 3144, Australia

Competitor

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Postal Code 3144

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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.