PDFP PTY LTD

Address: Sutherland, NSW 2232, Australia

PDFP PTY LTD (Licence# 000293538) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 15, 2005.

Service Overview

Register Name AFS Licence
Licence Name PDFP PTY LTD
Licence Number 000293538
Licence ABN 83116003877
Issue Date 2005-11-15
Locality SUTHERLAND
State NSW
Postcode 2232
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000329726 DEBORAH SYLVIA LIN Current 2017-08-08
000247511 RICHARD JAMES BARBER Current 2015-07-01
001233024 STUART JAMES BARBER Current 2015-07-01
000249511 TONY HING Ceased 2015-05-29
001001819 PHILIP DAVIES Current 2006-01-09

Office Location

Locality SUTHERLAND
State NSW
Postcode 2232
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BFAA SUPERANNUATION & SMSF SPECIALISTS PTY LTD 2017-05-31 Sutherland, NSW 2232, Australia
UNITY ACCOUNTING PTY LTD 2017-03-08 Grays Point, NSW 2232, Australia
THE INSURANCE BROKER (NSW) PTY LTD 2016-10-04 Kirrawee, NSW 2232, Australia
LAROSA, FRANK 2016-05-27 Sutherland, NSW 2232, Australia
SOUTHSIDE INSURANCE BROKERS PTY LIMITED 2006-01-04 Sutherland, NSW 2232, Australia
MONEYTAX FINANCIAL PLANNING PTY LTD 2004-11-30 Sutherland, NSW 2232, Australia

Financial services with the same locality

Service Name Issue Date Locality
BFAA SUPERANNUATION & SMSF SPECIALISTS PTY LTD 2017-05-31 Sutherland, NSW 2232, Australia
LAROSA, FRANK 2016-05-27 Sutherland, NSW 2232, Australia
SOUTHSIDE INSURANCE BROKERS PTY LIMITED 2006-01-04 Sutherland, NSW 2232, Australia
MONEYTAX FINANCIAL PLANNING PTY LTD 2004-11-30 Sutherland, NSW 2232, Australia

Competitor

Search similar business entities

Postal Code 2232

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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.