LAURIE EBERT PTY LIMITED


Address: Burwood, NSW 2134, Australia

LAURIE EBERT PTY LIMITED (Licence# 000287378) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 1, 2005.

Service Overview

Register Name AFS Licence
Licence Name LAURIE EBERT PTY LIMITED
Licence Number 000287378
Licence ABN 77107909553
Issue Date 2005-06-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 016486
Locality BURWOOD
State NSW
Postcode 2134
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:
    • life products limited to:
      • 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;
    • 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:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • life products limited to:
        • 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;
      • 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
001002765 KATHRYN ANNE EBERT Current 2005-06-01
001002791 LORENZ DEREK AUSTIN EBERT Current 2005-06-01
001002765 KATHRYN ANNE EBERT Ceased 2004-01-01
001002791 LORENZ DEREK AUSTIN EBERT Ceased 1987-06-01

Office Location

Locality BURWOOD
State NSW
Postcode 2134
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
JAYARETNAM, DEVARAJAN JAYASINGHAM 2016-12-15 Burwood, NSW 2134, Australia
LEI, HAIFENG 2016-10-11 Burwood, NSW 2134, Australia
CONTEMPORARY ACCOUNTANCY & BUSINESS CONNECTIONS PTY LIMITED 2016-08-05 Burwood, NSW 2134, Australia
GLOBAL 8 BUSINESS SOLUTIONS PTY LTD 2016-05-25 Burwood, NSW 2134, Australia
BALANCE & CO PTY LTD 2016-05-24 Burwood, NSW 2134, Australia
AUSSIE WEALTH SUPER PTY LTD 2014-09-05 Burwood, NSW 2134, Australia
NESS SUPER PTY LTD 2004-03-10 Burwood, NSW 2134, Australia
BRENEX INVESTMENTS PTY LIMITED 2003-11-06 Burwood, NSW 2134, Australia
SCS SUPER PTY. LIMITED 2003-10-01 Burwood, NSW 2134, Australia

Financial services with the same locality

Service Name Issue Date Locality
JAYARETNAM, DEVARAJAN JAYASINGHAM 2016-12-15 Burwood, NSW 2134, Australia
LEI, HAIFENG 2016-10-11 Burwood, NSW 2134, Australia
GREENWOOD FUNDS PTY. LTD. 2016-08-24 Burwood, VIC 3125, Australia
CONTEMPORARY ACCOUNTANCY & BUSINESS CONNECTIONS PTY LIMITED 2016-08-05 Burwood, NSW 2134, Australia
GLOBAL 8 BUSINESS SOLUTIONS PTY LTD 2016-05-25 Burwood, NSW 2134, Australia
BALANCE & CO PTY LTD 2016-05-24 Burwood, NSW 2134, Australia
AUSSIE WEALTH SUPER PTY LTD 2014-09-05 Burwood, NSW 2134, Australia
NESS SUPER PTY LTD 2004-03-10 Burwood, NSW 2134, Australia
BRENEX INVESTMENTS PTY LIMITED 2003-11-06 Burwood, NSW 2134, Australia
SCS SUPER PTY. LIMITED 2003-10-01 Burwood, NSW 2134, Australia

Competitor

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Postal Code 2134

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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.