AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD


Address: Sydney, NSW 2000, Australia

AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD (Licence# 000287619) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 14, 2005.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIAN FINANCIAL ADVISORY SOLUTIONS PTY LTD
Licence Number 000287619
Licence ABN 60104345833
Issue Date 2005-07-14
Locality SYDNEY
State NSW
Postcode 2000
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment 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
001004790 JAMES PACKMAN Current 2018-05-25
001002656 BEN WISE Current 2018-05-01
001255859 ZACHARY JOSEPH ATALLAH Current 2017-06-28
001250048 NAZAR POCHYNOK Current 2016-11-28
001250047 MARTYN FRANCIS CARROLL Ceased 2016-11-28
000305126 JOSEF STADLER Current 2016-10-01
001243806 ANTHONY FRANCIS BELL Current 2016-07-01
001243801 DANIEL MARTIN MURCH Ceased 2016-07-01
000241928 GEORGE SABINI Current 2016-02-22
000447613 BRADLEY CLYDE FERGUSON Current 2015-10-31

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

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Competitor

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Postal Code 2000

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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.