BELVEDERE SHARE MANAGERS PTY LIMITED

Address: Cammeray, NSW 2062, Australia

BELVEDERE SHARE MANAGERS PTY LIMITED (Licence# 000330181) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 23, 2009.

Service Overview

Register Name AFS Licence
Licence Name BELVEDERE SHARE MANAGERS PTY LIMITED
Licence Number 000330181
Licence ABN 90089183675
Issue Date 2009-01-23
Locality CAMMERAY
State NSW
Postcode 2062
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;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • interests in managed investment schemes limited to:
      • MDA services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation;
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only;
      • MDA services; and
    • 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;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • interests in managed investment schemes limited to:
        • MDA services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to retail and wholesale clients.

      Financial advisers

      Adviser Number Adviser Name Status Start Date
      001259845 STEVEN JOHN EVERETT Current 2017-11-01
      001000834 DAVID MANCHEE Current 2015-03-23
      001000836 MICHAEL SUTTOR Current 2015-03-23
      001000835 MICHAEL MCCORMICK Ceased 2015-03-22
      001000834 DAVID MANCHEE Ceased 2009-03-22

      Office Location

      Locality CAMMERAY
      State NSW
      Postcode 2062
      Country Australia

      Financial services with the same postcode

      Service Name Issue Date Locality
      FLASH PARTNERS PTY LTD 2016-03-22 Cammeray, NSW 2062, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      FLASH PARTNERS PTY LTD 2016-03-22 Cammeray, NSW 2062, Australia

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      Competitor

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      Postal Code 2062

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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.