AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LTD


Address: Melbourne, VIC 3000, Australia

AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LTD (Licence# 000339151) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 23, 2009.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LTD
Licence Number 000339151
Licence ABN 34132463257
Issue Date 2009-09-23
Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide 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;
    • 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;
      • 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
000329618 ABHISHEK BANSAL Current 2018-07-09
001260923 AZHAR KAMAL Current 2018-06-23
001264955 ADESH GUPTA Current 2018-05-23
001263922 NICOLAS FAUSTIN Current 2018-05-07
001240376 JOHN MATHIOPOULOS Current 2018-03-02
001260925 CHETANKUMAR LALITCHANDRA JOSHI Current 2017-12-19
001260923 AZHAR KAMAL Ceased 2017-12-05
000242213 WILLIAM GERARD SUGRUE Current 2017-11-20
001241126 MATTHEW CHRISTOPHER KYROUSSIS Current 2017-11-20
001257548 PETER NICHOLAS JORGENSEN Current 2017-11-20

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

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SOMERSET CAPITAL FINANCIAL SERVICES PTY LTD 2018-06-14 Melbourne, VIC 3000, Australia
TUXEDO MONEY PTY. LTD. 2018-06-13 Melbourne, VIC 3000, Australia
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APOLLO LEAGUE PTY LTD 2018-05-08 Melbourne, VIC 3000, Australia
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Competitor

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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.