CITIPLAN PTY. LTD.


Address: Cremorne, VIC 3121, Australia

CITIPLAN PTY. LTD. (Licence# 000296147) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 29, 2006.

Service Overview

Register Name AFS Licence
Licence Name CITIPLAN PTY. LTD.
Licence Number 000296147
Licence ABN 62091169
Issue Date 2006-05-29
Locality CREMORNE
State VIC
Postcode 3121
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice only, for the following classes of financial products:
    • interests in managed investment schemes limited to:
      • own managed investment scheme only; and
  • 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:
      • 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:
      • general insurance products;
to wholesale clients.

Office Location

Locality CREMORNE
State VIC
Postcode 3121
Country Australia

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Postal Code 3121

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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.