AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD


Address: South Perth, WA 6151, Australia

AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD (Licence# 000341401) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 30, 2009.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIAN FINANCIAL SOLUTIONS GROUP PTY LTD
Licence Number 000341401
Licence ACN 138821637
Issue Date 2009-10-30
Locality SOUTH PERTH
State WA
Postcode 6151
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
000231707 ADRIAN SLOAN Current 2018-06-01
000312020 DAVID ALLAN WINSTANLEY Current 2018-06-01
000237781 NATHAN TIBERI Current 2017-11-29
000313019 KRISTOFFER JOHN TIBERI Current 2017-11-29
001250169 LYNDA MAY LOGAN Current 2016-12-01
001248635 ANDREW EWAN FREEMAN Current 2016-10-07
001248637 VICTORIA KOGAN Current 2016-10-07
001248636 MEI YONG WU Ceased 2016-10-07
000366511 HAMISH STUART Ceased 2015-05-19
000301999 MAX REINHARDT Ceased 2014-02-25

Office Location

Locality SOUTH PERTH
State WA
Postcode 6151
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MUN ACCOUNTANTS & TAX ADVISERS PTY LTD 2017-03-10 South Perth, WA 6151, Australia
HENRY AND ASSOCIATES PTY LTD 2016-12-20 South Perth, WA 6151, Australia
DOCTORS' CHOICE MEDICAL INDEMNITY ADVISERS PTY. LTD. 2016-06-02 South Perth, WA 6151, Australia
PDM CAPITAL PTY LTD 2014-12-10 South Perth, WA 6151, Australia
SUPERVISION SMSF SOLUTIONS PTY LTD 2013-05-21 South Perth, WA 6151, Australia
AURUM PLANNING PTY LTD 2010-02-19 South Perth, WA 6151, Australia
MARKETAG PTY LTD 2008-07-11 South Perth, WA 6151, Australia
NEW YORK SECURITIES PTY LTD 2007-10-19 South Perth, WA 6151, Australia
MAIR SECURITIES PTY LTD 2006-07-06 Kensington, WA 6151, Australia
KNIGHT MANAGEMENT SERVICES PTY. LTD. 2006-02-13 South Perth, WA 6151, Australia

Competitor

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Postal Code 6151

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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.