CHRYSALIS LIFESTYLE PLANNING PTY LTD


Address: Dee Why, NSW 2099, Australia

CHRYSALIS LIFESTYLE PLANNING PTY LTD (Licence# 000318597) 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 26, 2008.

Service Overview

Register Name AFS Licence
Licence Name CHRYSALIS LIFESTYLE PLANNING PTY LTD
Licence Number 000318597
Licence ABN 22127418982
Issue Date 2008-02-26
Locality DEE WHY
State NSW
Postcode 2099
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
000362326 GARY WINSTON PIKE Ceased 2017-08-02
001248361 MICHAEL ALEXANDER PRICE Current 2016-09-29
001001760 DEBBIE MARY SMITH Ceased 2014-09-01
001000860 JUSTINE KITTO Current 2013-05-01
001000849 JOANNA TAPINA WIHONGI Current 2013-03-06
001000833 PHILIP IAN WINDSOR Current 2010-08-12
001000833 PHILIP IAN WINDSOR Ceased 2008-07-01

Office Location

Locality DEE WHY
State NSW
Postcode 2099
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
C2 FINANCIAL SERVICES PTY LTD 2018-05-04 Dee Why, NSW 2099, Australia
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THE CLEVER FOX FINANCIAL SERVICES PTY LTD 2016-03-30 Cromer, NSW 2099, Australia
TITAN PARTNERS CORPORATE FINANCE PTY LTD 2012-10-09 North Curl Curl, NSW 2099, Australia
MILLENNIUM ALPHA PTY LTD 2008-10-22 North Curl Curl, NSW 2099, Australia

Financial services with the same locality

Service Name Issue Date Locality
C2 FINANCIAL SERVICES PTY LTD 2018-05-04 Dee Why, NSW 2099, Australia
SINGH, RAJENDER 2017-04-18 Dee Why, NSW 2099, Australia
PENINSULA FINANCIAL CONSULTING PTY LTD 2016-05-04 Dee Why, NSW 2099, Australia

Competitor

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Postal Code 2099

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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.