BEULAH CAPITAL PTY LTD


Address: Melbourne, VIC 3000, Australia

BEULAH CAPITAL PTY LTD (Licence# 000330951) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 23, 2009.

Service Overview

Register Name AFS Licence
Licence Name BEULAH CAPITAL PTY LTD
Licence Number 000330951
Licence ABN 72079169127
Issue Date 2009-02-23
Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice to wholesale clients only for the following classes of financial products:
    • foreign exchange contracts;
    • derivatives;
  • deal in a financial product to wholesale clients only by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • foreign exchange contracts; and
      • interest in managed investment schemes limited to:
        • own managed investment scheme only; and
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • foreign exchange contracts;
  • provide the following custodial or depository services to wholesale clients only:
    • operate custodial or depository services other than investor directed portfolio services;
      • provide financial product advice to retail and wholesale clients 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;
          • 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 to retail and wholesale clients 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;
          • derivatives;
          • debentures, stocks or bonds issued or proposed to be issued by a government;
          • 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;

      Financial advisers

      Adviser Number Adviser Name Status Start Date
      001002261 KIM LOUISE COWIE Ceased 2015-03-15
      001002510 NICOLAI HLAVACEK Ceased 2014-10-20
      000279848 MARK DUNCAN Ceased 2014-07-01
      000321227 PAUL ROBERT LEITZKE Current 2013-12-08
      001002275 DAVID BLACKBORROW Current 2013-09-03
      001004572 STEVEN ROBERT CARROLL Current 2013-01-01
      001005258 MARK LESLIE DUNCAN Ceased 2013-01-01
      001002252 AMANDA HOBBS Current 2010-02-01
      000300380 CHRISTIAN DAVID RYAN Current 2009-09-01
      001254838 FATUMA AKALO Ceased 2009-09-01

      Office Location

      Locality MELBOURNE
      State VIC
      Postcode 3000
      Country Australia

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      Postal Code 3000

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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.