AUSTRALIAN MUTUAL HOLDINGS LIMITED


Address: Sydney, NSW 2000, Australia

AUSTRALIAN MUTUAL HOLDINGS LIMITED (Licence# 000295393) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 10, 2006.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIAN MUTUAL HOLDINGS LIMITED
Licence Number 000295393
Licence ABN 90115182137
Issue Date 2006-02-10
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 limited to:
      • basic deposit products;
    • derivatives;
    • foreign exchange contracts;
    • interests in managed investment schemes excluding investor directed portfolio services; and
    • securities;
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
    • 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;
      • derivatives;
      • foreign exchange contracts;
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities; and
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "KPI Global Macro Fund" scheme (ARSN: 120 329 240),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Theta Capital Growth Fund" scheme (ARSN: 120 328 823),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Trident Global Growth Fund" scheme (ARSN: 120 329 026),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Australian Capital Markets Fund" scheme (ARSN: 116 742 333),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets; and
    • "Bridge-Way Capital Australian Equity Fund" scheme (ARSN: 115 250 443),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001251622 MATTHEW BARNETT Current 2017-02-03
001251652 JEFFREY WORBOYS Current 2017-02-03
000329896 LINDA BYRNES Ceased 2009-10-22

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
QUINTET PARTNERS PTY LTD 2018-07-17 Sydney, NSW 2000, Australia
HALO FINANCIAL SERVICES PTY LTD 2018-07-13 Sydney, NSW 2000, Australia
SAFE2PAY PTY LIMITED 2018-07-12 Sydney, NSW 2000, Australia
WEL-LINK FUNDS PTY LTD 2018-07-06 Sydney, NSW 2000, Australia
HUNT PROSPERITY PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
CROWD88 PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
FUTURE INSURANCE GROUP INTERNATIONAL PTY LTD 2018-07-02 Sydney, NSW 2000, Australia

Competitor

Search similar business entities

Postal Code 2000

Improve Information

Please comment or provide details below to improve the information on .

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.