LIFESTYLE ASSET MANAGEMENT PTY LTD


Address: Woolloomooloo, NSW 2011, Australia

LIFESTYLE ASSET MANAGEMENT PTY LTD (Licence# 000288421) 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 11, 2005.

Service Overview

Register Name AFS Licence
Licence Name LIFESTYLE ASSET MANAGEMENT PTY LTD
Licence Number 000288421
Licence ABN 58113067968
Issue Date 2005-07-11
Locality WOOLLOOMOOLOO
State NSW
Postcode 2011
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;
    • 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;
      • 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
000382364 STEFANIE SECO Current 2018-07-23
000232699 EDWARD BROTCHIE Current 2018-07-07
001241405 HEINRICH FRITZ JACOBS Current 2018-07-04
000264647 SCOTT WILLIAM JAMES HEATHWOOD Current 2018-02-09
001250963 RAYMOND NICOLO TREVISAN Current 2018-02-01
000255352 WAYNE LUCERNE Current 2018-01-10
000283658 PETER CHIGWIDDEN Current 2017-12-13
000320571 ANDREW CRAIG Current 2017-10-10
000329862 MICHAEL TRAJCEVSKI Current 2017-10-10
000451501 VITALIJS GOLUBCIKS Current 2017-10-10

Office Location

Locality WOOLLOOMOOLOO
State NSW
Postcode 2011
Country Australia

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BLUE RIVER GROUP PTY LIMITED 2015-04-02 Woolloomooloo, NSW 2011, Australia
ASCIENTA PTY LTD 2014-10-03 Woolloomooloo, NSW 2011, Australia
CLIMATE FRIENDLY FINANCIAL SOLUTIONS PTY. LIMITED 2013-01-10 Woolloomooloo, NSW 2011, Australia
VIVIENNE COURT TRADING PTY LTD 2012-08-29 Potts Point, NSW 2011, Australia
JBS INVESTMENTS AUSTRALIA HOLDING LIMITED 2011-09-12 Woolloomooloo, NSW 2011, Australia
RIVKIN SECURITIES PTY LTD 2009-03-04 Rushcutters Bay, NSW 2011, Australia
FUTURE SUPER ASSET MANAGEMENT LTD 2004-02-12 Potts Point, NSW 2011, Australia

Competitor

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Postal Code 2011

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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.