PHILO CAPITAL ADVISERS PTY LTD


Address: Roseville, NSW 2069, Australia

PHILO CAPITAL ADVISERS PTY LTD (Licence# 000301808) 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 3, 2007.

Service Overview

Register Name AFS Licence
Licence Name PHILO CAPITAL ADVISERS PTY LTD
Licence Number 000301808
Licence ABN 70119185974
Issue Date 2007-04-03
Locality ROSEVILLE
State NSW
Postcode 2069
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;
    • derivatives;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products limited to:
      • 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;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • interests in managed investment schemes limited to:
      • MDA 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:
    • 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:
        • MDA services; 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;
      • deposit products other than basic deposit products;
      • derivatives;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products limited to:
        • 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;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • interests in managed investment schemes limited to:
        • MDA services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities; and
        • superannuation;
to retail and wholesale clients.

Office Location

Locality ROSEVILLE
State NSW
Postcode 2069
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
RIMOR EQUITY RESEARCH PTY LTD 2017-10-26 Roseville, NSW 2069, Australia
SPECIALIST ACCOUNTING & BUSINESS ADVISORY PTY LTD 2017-10-04 Roseville, NSW 2069, Australia
FTA INSURANCE PTY LTD 2017-07-21 Roseville, NSW 2069, Australia
SUPER PLANNERS (AUST) PTY LTD 2017-06-21 Roseville, NSW 2069, Australia
MOON, JONGWON 2017-02-10 Roseville, NSW 2069, Australia
DEALERSHIP SERVICES PTY LTD 2016-11-30 Roseville, NSW 2069, Australia
ESOFT SOLUTIONS PTY. LTD. 2016-08-24 Roseville, NSW 2069, Australia
IMH SQUARED PTY LTD 2015-03-30 Castle Cove, NSW 2069, Australia

Financial services with the same locality

Service Name Issue Date Locality
RIMOR EQUITY RESEARCH PTY LTD 2017-10-26 Roseville, NSW 2069, Australia
SPECIALIST ACCOUNTING & BUSINESS ADVISORY PTY LTD 2017-10-04 Roseville, NSW 2069, Australia
FTA INSURANCE PTY LTD 2017-07-21 Roseville, NSW 2069, Australia
SUPER PLANNERS (AUST) PTY LTD 2017-06-21 Roseville, NSW 2069, Australia
MOON, JONGWON 2017-02-10 Roseville, NSW 2069, Australia
DEALERSHIP SERVICES PTY LTD 2016-11-30 Roseville, NSW 2069, Australia
ESOFT SOLUTIONS PTY. LTD. 2016-08-24 Roseville, NSW 2069, Australia

Competitor

Search similar business entities

Postal Code 2069

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.