INSIGHT INVESTMENT SERVICES PTY LTD


Address: South Brisbane, QLD 4101, Australia

INSIGHT INVESTMENT SERVICES PTY LTD (Licence# 000309996) 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 24, 2007.

Service Overview

Register Name AFS Licence
Licence Name INSIGHT INVESTMENT SERVICES PTY LTD
Licence Number 000309996
Licence ABN 22122230835
Issue Date 2007-04-24
Locality SOUTH BRISBANE
State QLD
Postcode 4101
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;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • 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:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • 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 and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001263292 LEE LENG SIM Current 2018-04-12
000244358 DEBORAH WHITING Current 2017-06-28
000423435 CAMERON FELICE Ceased 2013-12-05
000457042 ANTHONY DOUGLAS Ceased 2013-09-30
000457045 SIMON VICTOR-GORDON Ceased 2013-09-20
000263304 BRENT FRASER Ceased 2013-08-13
000249940 CRAIG STUART GEMMILL Current 2013-04-12
001233971 JAMES RONALD SEVILLE Ceased 2013-02-18
000390350 BAO-TRONG LE-TRAN Ceased 2013-02-04
000449968 MALCOLM FLOWERS Ceased 2012-11-22

Office Location

Locality SOUTH BRISBANE
State QLD
Postcode 4101
Country Australia

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AUSTRALIAN WEALTH HOLDINGS PTY LTD 2016-02-18 South Brisbane, QLD 4101, Australia
STOCKWELL FUNDS MANAGEMENT PTY LTD 2013-06-27 West End, QLD 4101, Australia
MERCY SUPER PTY LTD 2012-05-03 South Brisbane, QLD 4101, Australia
ZAS INSURANCE MANAGEMENT PTY LTD 2007-08-27 West End, QLD 4101, Australia
AUSFIRST COMPLIANCE PARTNERS LIMITED 2004-07-13 West End, QLD 4101, Australia
BRISBANE CONVENTION CENTRE HOTEL (DEVELOPMENT) LIMITED 2004-03-09 South Brisbane, QLD 4101, Australia
AUSTCOVER PTY. LTD. 2004-03-01 South Brisbane, QLD 4101, Australia

Competitor

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Postal Code 4101

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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.