HAMILTON ASSET MANAGEMENT LIMITED


Address: Hamilton, NSW 2303, Australia

HAMILTON ASSET MANAGEMENT LIMITED (Licence# 000343546) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 25, 2010.

Service Overview

Register Name AFS Licence
Licence Name HAMILTON ASSET MANAGEMENT LIMITED
Licence Number 000343546
Licence ABN 75139473699
Issue Date 2010-06-25
Locality HAMILTON
State NSW
Postcode 2303
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice to retail and wholsale clients for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • derivatives;
    • foreign exchange contracts;
    • debentures, stocks or bonds issued or proposed to be issued by a government; and
    • securities;
  • provide financial product advice to retail and wholesale clients, for the following classes of financial products:
    • interests in managed investment schemes, including:
      • investor directed portfolio services;
      • securities which would be derivatives under section 761D, but for the operation of section 761D(3)(c) or regulation 7.1.04(7) of the Corporations Regulations; and
      • securities;
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives;
      • foreign exchange contracts; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
      • securities which would be derivatives under section 761D, but for the operation of section 761D(3)(c) or regulation 7.1.04(7) of the Corporations Regulations.
    • 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;
      • foreign exchange contracts;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes including:
        • investor directed portfolio services; and
        • securities;
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "Hamilton Income Fund" scheme (ARSN: 144 611 236),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets; and
    • "Hamilton Investment Fund" scheme (ARSN: 144 611 165),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to retail and wholesale clients.

      Office Location

      Locality HAMILTON
      State NSW
      Postcode 2303
      Country Australia

      Financial services with the same postcode

      Service Name Issue Date Locality
      PRITCHARD & PARTNERS PTY LIMITED 2004-03-10 Hamilton, NSW 2303, Australia
      GREATER INVESTMENT SERVICES PTY LTD 2004-03-10 Hamilton, NSW 2303, Australia
      HENLEY UNDERWRITING & INVESTMENT COMPANY PTY LTD 2004-02-20 Hamilton, NSW 2303, Australia
      GREATER BANK LIMITED 2004-01-17 Hamilton, NSW 2303, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      G.K. STRUCK PTY LTD 2017-03-22 Hamilton, VIC 3300, Australia
      CG ADVISORS PTY LTD 2016-11-17 Hamilton, VIC 3300, Australia
      GRAMPIANS INVESTMENT SERVICES PTY LTD 2016-03-18 Hamilton, VIC 3300, Australia
      TRIUMPH INVESTMENT GROUP PTY LTD 2016-02-18 Hamilton, QLD 4007, Australia
      SENTINEL PRIVATE WEALTH PTY LTD 2010-04-22 Hamilton, QLD 4007, Australia
      WHITES IFM PTY LTD 2005-02-23 Hamilton, QLD 4007, Australia
      PRITCHARD & PARTNERS PTY LIMITED 2004-03-10 Hamilton, NSW 2303, Australia
      GREATER INVESTMENT SERVICES PTY LTD 2004-03-10 Hamilton, NSW 2303, Australia
      HENLEY UNDERWRITING & INVESTMENT COMPANY PTY LTD 2004-02-20 Hamilton, NSW 2303, Australia
      GREATER BANK LIMITED 2004-01-17 Hamilton, NSW 2303, Australia

      Competitor

      Search similar business entities

      Postal Code 2303

      Improve Information

      Please comment or provide details below to improve the information on .

      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.