ACCORD FINANCIAL SOLUTIONS PTY LTD


Address: Eastwood, SA 5063, Australia

ACCORD FINANCIAL SOLUTIONS PTY LTD (Licence# 000323379) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 7, 2008.

Service Overview

Register Name AFS Licence
Licence Name ACCORD FINANCIAL SOLUTIONS PTY LTD
Licence Number 000323379
Licence ACN 129355317
Issue Date 2008-05-07
Locality EASTWOOD
State SA
Postcode 5063
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment 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
001260384 JULIE DIANNE HERSELMAN Current 2017-11-15
001236279 MATTHEW JOHN DAWSON Current 2015-10-14
000345531 MARK LINCOLN HIGGINS Ceased 2010-03-01
000229294 DARIEN LOYD REIMANN Current 2009-12-03
000229292 ANDREW GASTON Current 2008-05-21
000283146 RICHARD WILLIAM SCHNEIDER Current 2008-05-21

Office Location

Locality EASTWOOD
State SA
Postcode 5063
Country Australia

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HAYES, PETER KENWICK 2016-06-06 Eastwood, SA 5063, Australia
BLUESTONE ACCOUNTANTS & BUSINESS ADVISERS PTY LTD 2016-06-06 Parkside, SA 5063, Australia
AK FINANCIAL PLANNING SERVICES PTY LTD 2016-05-18 Fullarton, SA 5063, Australia
WEALTH ON TRACK PTY LTD 2014-10-31 Eastwood, SA 5063, Australia
360PRIVATE WEALTH BY DESIGN PTY LIMITED 2014-07-14 Parkside, SA 5063, Australia
THE MILLS ADMINISTRATION PTY LTD 2013-03-19 Eastwood, SA 5063, Australia
SOUTHERN CROSS EQUITY GROUP PTY LTD 2012-02-24 Parkside, SA 5063, Australia

Competitor

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Postal Code 5063

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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.