FINANCIAL STRATEGIES (SA) PTY LTD


Address: Norwood, SA 5067, Australia

FINANCIAL STRATEGIES (SA) PTY LTD (Licence# 000326403) 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 4, 2008.

Service Overview

Register Name AFS Licence
Licence Name FINANCIAL STRATEGIES (SA) PTY LTD
Licence Number 000326403
Licence ABN 54083005930
Issue Date 2008-07-04
Locality NORWOOD
State SA
Postcode 5067
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000464707 KRISTINA JOY MATTHEWS Current 2014-09-05
000334904 JASON LUKE ZANINI Current 2013-07-22
000242123 THEO MARINIS Current 2008-07-07

Office Location

Locality NORWOOD
State SA
Postcode 5067
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ORBE SOLUTIONS PTY LTD 2018-05-30 Norwood, SA 5067, Australia
WATZDORF NOMINEES PTY LTD 2018-04-09 Kent Town, SA 5067, Australia
GLOBAL FUNDING PARTNERS PTY LTD 2018-01-11 Kent Town, SA 5067, Australia
GF SUPER PLANNER PTY LTD 2017-01-11 Kent Town, SA 5067, Australia
CIGANOVIC, MARLENE JADWIGA 2016-11-23 Norwood, SA 5067, Australia
MARTINI, ABRAHAM 2016-11-08 Kent Town, SA 5067, Australia
WEBBER INSURANCE GROUP PTY LTD 2016-11-03 Kent Town, SA 5067, Australia
RCR ADVISORY PTY LTD 2016-10-26 Norwood, SA 5067, Australia
SJN CA WEALTH ADVISORY PTY LTD 2016-10-07 Rose Park, SA 5067, Australia
I2 ADVISORY FINANCIAL SERVICES PTY LTD 2016-08-26 Norwood, SA 5067, Australia

Competitor

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Postal Code 5067

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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.