MYCFA - MY CHIEF FINANCIAL ADVISOR AND STRATEGIST PTY. LTD.


Address: Sherwood, QLD 4075, Australia

MYCFA - MY CHIEF FINANCIAL ADVISOR AND STRATEGIST PTY. LTD. (Licence# 000288132) 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 MYCFA - MY CHIEF FINANCIAL ADVISOR AND STRATEGIST PTY. LTD.
Licence Number 000288132
Licence ABN 88059145167
Issue Date 2005-06-01
Locality SHERWOOD
State QLD
Postcode 4075
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;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities; and
      • superannuation; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities; and
        • superannuation;
to wholesale clients.

Office Location

Locality SHERWOOD
State QLD
Postcode 4075
Country Australia

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Financial services with the same locality

Service Name Issue Date Locality
BILLZY PTY LTD 2017-10-05 Sherwood, QLD 4075, Australia
ARABON FINANCIAL PTY LTD 2013-12-18 Sherwood, QLD 4075, Australia

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Competitor

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Postal Code 4075

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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.