BENEFICIAL FINANCIAL PLANNING PTY LTD


Address: Leederville, WA 6007, Australia

BENEFICIAL FINANCIAL PLANNING PTY LTD (Licence# 000308219) 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 21, 2007.

Service Overview

Register Name AFS Licence
Licence Name BENEFICIAL FINANCIAL PLANNING PTY LTD
Licence Number 000308219
Licence ABN 44101505453
Issue Date 2007-02-21
Locality LEEDERVILLE
State WA
Postcode 6007
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; 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;
to retail clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001006246 JOHN DOUGLAS CASEY Current 2015-03-30

Office Location

Locality LEEDERVILLE
State WA
Postcode 6007
Country Australia

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M CAPITAL MANAGEMENT LIMITED 2005-01-21 West Leederville, WA 6007, Australia
WATER CORPORATION SUPERANNUATION PTY LIMITED 2004-02-01 Leederville, WA 6007, Australia
SEXTON INSURANCE BROKING PTY. LTD. 2003-10-17 West Leederville, WA 6007, Australia

Financial services with the same locality

Service Name Issue Date Locality
WATER CORPORATION SUPERANNUATION PTY LIMITED 2004-02-01 Leederville, WA 6007, Australia

Competitor

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Postal Code 6007

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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.