FINANCIAL DECISIONS PTY LTD


Address: Mona Vale, NSW 2103, Australia

FINANCIAL DECISIONS PTY LTD (Licence# 000341678) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 15, 2009.

Service Overview

Register Name AFS Licence
Licence Name FINANCIAL DECISIONS PTY LTD
Licence Number 000341678
Licence ABN 14121685318
Issue Date 2009-12-15
Locality MONA VALE
State NSW
Postcode 2103
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
001267188 LEONITA KOSASIH Current 2018-08-31
001256871 DANIELLE ZOE SHACKLADY Ceased 2017-07-15
001234805 TIM COLLINS Current 2016-03-01
001263227 CAMERON ROBERT STUART Ceased 2012-07-01
000456160 CAMERON ROBERT STUART Ceased 2012-07-01
001000064 MARGARET PATRICIA CHANNELL Ceased 2012-06-20
001000060 DAMIEN PAUL COOPER Current 2009-12-16
001000061 MATTHEW CHARLES COLLINS Current 2009-12-16
001000062 ALBERT LEE Current 2009-12-16
001000063 TIMOTHY PATRICK BROSNAN Current 2009-12-16

Office Location

Locality MONA VALE
State NSW
Postcode 2103
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
FINNIGAN, ROBERT LESLIE 2017-02-02 Mona Vale, NSW 2103, Australia
BLENKHORN FINANCIAL PLANNING PTY LTD 2016-10-31 Mona Vale, NSW 2103, Australia
ADVICE EVOLUTION PTY LTD 2010-01-18 Mona Vale, NSW 2103, Australia
CARRIERS INSURANCE BROKERS PTY LTD 2004-03-01 Mona Vale, NSW 2103, Australia
IJD INSURANCE BROKERS PTY LTD 2004-01-13 Mona Vale, NSW 2103, Australia
POOLEDFUNDS PTY LTD 2003-09-12 Mona Vale, NSW 2103, Australia

Financial services with the same locality

Service Name Issue Date Locality
FINNIGAN, ROBERT LESLIE 2017-02-02 Mona Vale, NSW 2103, Australia
BLENKHORN FINANCIAL PLANNING PTY LTD 2016-10-31 Mona Vale, NSW 2103, Australia
ADVICE EVOLUTION PTY LTD 2010-01-18 Mona Vale, NSW 2103, Australia
CARRIERS INSURANCE BROKERS PTY LTD 2004-03-01 Mona Vale, NSW 2103, Australia
IJD INSURANCE BROKERS PTY LTD 2004-01-13 Mona Vale, NSW 2103, Australia
POOLEDFUNDS PTY LTD 2003-09-12 Mona Vale, NSW 2103, Australia

Competitor

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Postal Code 2103

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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.