BANKSIA PARTNERS PTY LTD


Address: Heidelberg, VIC 3084, Australia

BANKSIA PARTNERS PTY LTD (Licence# 000287080) 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 19, 2005.

Service Overview

Register Name AFS Licence
Licence Name BANKSIA PARTNERS PTY LTD
Licence Number 000287080
Licence ABN 92070192764
Issue Date 2005-05-19
Locality HEIDELBERG
State VIC
Postcode 3084
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
000440849 DAVID ALAN GOODWIN Current 2018-04-10
000236700 TONY ZACCARDI Current 2013-07-22
000402011 BURHAN SIA Ceased 2011-03-21
000316493 LUKE CHRISTIAN ELDER Ceased 2007-08-10
000274401 RAYMOND DOUGLAS PAGE Current 2005-05-19

Office Location

Locality HEIDELBERG
State VIC
Postcode 3084
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
HEIGHT CAPITAL MANAGEMENT PTY LTD 2017-09-01 Heidelberg, VIC 3084, Australia
AUSTRALIAN PACIFIC DAIRY COMPANY PTY LTD 2015-02-17 Heidelberg, VIC 3084, Australia
MELLING CAPITAL MANAGEMENT PTY LTD 2014-11-27 Heidelberg, VIC 3084, Australia
ADVICE SERVICES AUSTRALIA PTY LTD 2014-02-27 Heidelberg, VIC 3084, Australia
OASIS WEALTH PTY LTD 2005-11-30 Heidelberg, VIC 3084, Australia
PAUL MELLING & ASSOCIATES PTY. LIMITED 2003-09-01 Heidelberg, VIC 3084, Australia

Financial services with the same locality

Service Name Issue Date Locality
HEIGHT CAPITAL MANAGEMENT PTY LTD 2017-09-01 Heidelberg, VIC 3084, Australia
AUSTRALIAN PACIFIC DAIRY COMPANY PTY LTD 2015-02-17 Heidelberg, VIC 3084, Australia
MELLING CAPITAL MANAGEMENT PTY LTD 2014-11-27 Heidelberg, VIC 3084, Australia
ADVICE SERVICES AUSTRALIA PTY LTD 2014-02-27 Heidelberg, VIC 3084, Australia
OASIS WEALTH PTY LTD 2005-11-30 Heidelberg, VIC 3084, Australia
PAUL MELLING & ASSOCIATES PTY. LIMITED 2003-09-01 Heidelberg, VIC 3084, Australia

Competitor

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Postal Code 3084

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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.