SECURE INVESTMENT PLANNING PTY LTD

Address: Redbank Plains, QLD 4301, Australia

SECURE INVESTMENT PLANNING PTY LTD (Licence# 000324234) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 1, 2008.

Service Overview

Register Name AFS Licence
Licence Name SECURE INVESTMENT PLANNING PTY LTD
Licence Number 000324234
Licence ABN 43108566758
Issue Date 2008-07-01
Locality REDBANK PLAINS
State QLD
Postcode 4301
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;
    • derivatives;
    • general insurance 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;
      • general insurance 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
000227555 ALLYN DOUGLAS CHANT Ceased 2016-11-21
000342438 JOSEPH PAUL SCULLY Current 2016-07-13
000227556 PATRICK FRANCIS CULLEN Current 2009-01-01
000227559 DAVID JOHN LUTZ Current 2009-01-01
000330223 THOMAS JAMES PURCELL Current 2009-01-01

Office Location

Locality REDBANK PLAINS
State QLD
Postcode 4301
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BESTMARK PTY. LTD. 2004-01-01 Redbank Plains, QLD 4301, Australia

Financial services with the same locality

Service Name Issue Date Locality
BESTMARK PTY. LTD. 2004-01-01 Redbank Plains, QLD 4301, Australia

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Competitor

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Postal Code 4301

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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.