PORTFOLIO PLANNERS PTY LTD


Address: Brighton, VIC 3186, Australia

PORTFOLIO PLANNERS PTY LTD (Licence# 000339044) 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 31, 2009.

Service Overview

Register Name AFS Licence
Licence Name PORTFOLIO PLANNERS PTY LTD
Licence Number 000339044
Licence ABN 19007350147
Issue Date 2009-07-31
Locality BRIGHTON
State VIC
Postcode 3186
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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001249654 STUART AARON MCRAE Current 2018-08-01
000271286 MICHAEL FORER Current 2018-07-24
000271286 MICHAEL FORER Current 2018-07-02
000233074 MARK ANDREW JOSEPH GEORGE Current 2015-03-20
000233079 GARY ARTHUR TREVENEN Current 2015-03-20
000284958 SIMON FORER Current 2015-03-20
000261147 GRAHAM ARTHUR HOGARTH Ceased 2015-03-20
000468515 FLOR DE MARIA RIVERA Ceased 2015-03-20

Office Location

Locality BRIGHTON
State VIC
Postcode 3186
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ELEUTHERA INVESTMENTS PTY LTD 2018-07-02 Brighton, VIC 3186, Australia
LBA SUPERANNUATION SERVICES PTY LTD 2016-09-20 Brighton, VIC 3186, Australia
R.G. CROTHERS PTY LTD 2016-06-20 Brighton, VIC 3186, Australia
GYROSTAT CAPITAL MANAGEMENT PTY LTD 2014-07-08 Brighton, VIC 3186, Australia
PORTFOLIO PLANNERS PRIVATE PTY LTD 2012-12-07 Brighton, VIC 3186, Australia
FOCUS INSURANCE BROKERS PTY LTD 2012-10-18 Brighton, VIC 3186, Australia
FIRST LIGHT RACING PTY LTD 2012-08-15 Brighton, VIC 3186, Australia
PARETO GROUP PTY LTD 2012-05-16 Brighton, VIC 3186, Australia
ZENTAURUS INVESTMENT MANAGEMENT PTY LTD 2011-08-10 Brighton, VIC 3186, Australia
EQUITAS ASSET MANAGEMENT PTY LTD 2011-06-09 Brighton, VIC 3186, Australia

Competitor

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Postal Code 3186

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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.