CHOICE FINANCIAL ADVISORS PTY LTD


Address: Prahran, VIC 3181, Australia

CHOICE FINANCIAL ADVISORS PTY LTD (Licence# 000324987) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 3, 2008.

Service Overview

Register Name AFS Licence
Licence Name CHOICE FINANCIAL ADVISORS PTY LTD
Licence Number 000324987
Licence ABN 83086835832
Issue Date 2008-06-03
Locality PRAHRAN
State VIC
Postcode 3181
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
001261867 BENJAMIN HENRY MC DONALD Current 2018-02-12
000243422 DAVID GORDON CLARK Current 2017-11-20
000450169 HAMISH CLARK Current 2017-11-08
001252217 WILSON CHEN Current 2017-02-20
001001264 TYSON ZANE CROTTY Current 2017-01-17
001248057 SIMONE SINGH Current 2016-09-22
000330956 MARC RUMMEL Current 2016-08-01
001245732 ANDREW PETER WATSON Current 2016-07-26
000346151 SIMON JAMES MCGUIRK Ceased 2016-04-18
001233196 MICHAEL JOHN SMITH Current 2016-01-29

Office Location

Locality PRAHRAN
State VIC
Postcode 3181
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
FRIENDSURANCE (AUSTRALIA) PTY LTD 2017-06-05 Prahran, VIC 3181, Australia
PAXTON BRIDGE PTY LTD 2017-03-16 Windsor, VIC 3181, Australia
B/A FINANCIAL GROUP PTY LTD 2016-06-10 Windsor, VIC 3181, Australia
MANDA CAPITAL PTY LTD 2013-12-11 Prahran, VIC 3181, Australia
JAK INVESTMENT GROUP PTY. LTD. 2011-09-01 Prahran, VIC 3181, Australia
AJ FINANCIAL PLANNING PTY LTD 2010-12-16 Prahran, VIC 3181, Australia
QUOTIENT CAPITAL PTY LTD 2004-12-15 Prahran, VIC 3181, Australia
J.C. CONSULTING PTY LTD. 2003-09-17 Windsor, VIC 3181, Australia

Financial services with the same locality

Service Name Issue Date Locality
FRIENDSURANCE (AUSTRALIA) PTY LTD 2017-06-05 Prahran, VIC 3181, Australia
MANDA CAPITAL PTY LTD 2013-12-11 Prahran, VIC 3181, Australia
JAK INVESTMENT GROUP PTY. LTD. 2011-09-01 Prahran, VIC 3181, Australia
AJ FINANCIAL PLANNING PTY LTD 2010-12-16 Prahran, VIC 3181, Australia
QUOTIENT CAPITAL PTY LTD 2004-12-15 Prahran, VIC 3181, Australia

Competitor

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Postal Code 3181

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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.