ACCESSION3 FINANCIAL ADVISERS PTY LTD


Address: Toowoomba, QLD 4350, Australia

ACCESSION3 FINANCIAL ADVISERS PTY LTD (Licence# 000331990) 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 11, 2009.

Service Overview

Register Name AFS Licence
Licence Name ACCESSION3 FINANCIAL ADVISERS PTY LTD
Licence Number 000331990
Licence ACN 132651622
Issue Date 2009-02-11
Locality TOOWOOMBA
State QLD
Postcode 4350
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;
    • derivatives;
    • 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;
      • derivatives;
      • 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
000436234 RHIANNA LYNNE JAMIESON Current 2018-07-09
000293661 PETER ROSS CROTHERS Current 2017-04-06
000249314 STANLEY ROSWELL MOFFATT Current 2017-02-23
000267881 KYMBERLEE ANN NAUMANN Current 2017-02-21
001239783 AMANDA GAE KENAFAKE Current 2017-02-21
001239784 PETER DARCY ROWE Current 2017-02-21
001239785 PAUL DAMIAN HILTON Current 2017-02-21
001239788 GILDA BRISOTTO Current 2017-02-21
001239789 BRADLEY MARCUS HANCOCK Current 2017-02-21
001239790 BENJAMIN JOHN TWIDALE Current 2017-02-21

Office Location

Locality TOOWOOMBA
State QLD
Postcode 4350
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
SANDS STRATEGIC PLANNING PTY LTD 2017-06-02 Toowoomba, QLD 4350, Australia
OSUPER PTY LTD 2017-03-02 Toowoomba City, QLD 4350, Australia
SYNERGY ACCOUNTANTS & BUSINESS ADVISERS PTY LTD 2016-10-13 Toowoomba, QLD 4350, Australia
MCCORQUODALE & CO. PTY LTD 2016-09-06 Rangeville, QLD 4350, Australia
PARALLAX ACCOUNTING PTY LTD 2016-07-14 Toowoomba, QLD 4350, Australia
SPHERE INSURANCE GROUP PTY LTD 2015-11-04 Toowoomba, QLD 4350, Australia
YOUR SUPER LIFE PTY LTD 2015-05-08 East Toowoomba, QLD 4350, Australia
HART ENSOLE PTY LTD 2012-07-16 Toowoomba, QLD 4350, Australia
ALLIED BEEF PTY LTD 2010-04-01 Toowoomba, QLD 4350, Australia
GRAHAM FINANCIAL PTY LTD 2008-09-09 Toowoomba, QLD 4350, Australia

Competitor

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Postal Code 4350

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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.