PETERSMCKEOWN PTY LTD


Address: Hawthorn East, VIC 3123, Australia

PETERSMCKEOWN PTY LTD (Licence# 000296198) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 7, 2006.

Service Overview

Register Name AFS Licence
Licence Name PETERSMCKEOWN PTY LTD
Licence Number 000296198
Licence ABN 63113816809
Issue Date 2006-04-07
Locality HAWTHORN EAST
State VIC
Postcode 3123
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:
    • 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:
      • 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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000431517 MICHAEL JOHN O'KEEFFE Current 2017-02-14
000318976 MONIQUE ROSALIE MESSAGE Ceased 2007-10-26
000224785 FRANCIS WARREN MCKEOWN Current 2006-05-01
000237766 PATRICIA PETERS Current 2006-05-01

Office Location

Locality HAWTHORN EAST
State VIC
Postcode 3123
Country Australia

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Service Name Issue Date Locality
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PROGRESSIVE GREEN TRADING PTY LTD 2012-01-09 Hawthorn East, VIC 3123, Australia
TIERNAN PARSONS FINANCIAL SERVICES PTY. LTD. 2011-02-01 Hawthorn East, VIC 3123, Australia
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Competitor

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Postal Code 3123

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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.