BRISTOL STREET FINANCIAL SERVICES PTY LTD


Address: Beenleigh, QLD 4207, Australia

BRISTOL STREET FINANCIAL SERVICES PTY LTD (Licence# 000344085) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 17, 2010.

Service Overview

Register Name AFS Licence
Licence Name BRISTOL STREET FINANCIAL SERVICES PTY LTD
Licence Number 000344085
Licence ABN 88139367141
Issue Date 2010-03-17
Locality BEENLEIGH
State QLD
Postcode 4207
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:
    • 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;
      • 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
000262222 MAYUR SINGH Ceased 2018-01-19
001260299 BEN THOMAS MARLOW Current 2017-11-30
000471481 LUKE PHILLIP YOUNG Current 2017-07-20
001256680 KEVIN ANDREW WISHART Current 2017-07-20
001246073 TESS UNCLE Ceased 2016-08-04
001246061 ADAM DAVID ROBERTS Ceased 2016-08-03
001239805 CORY BEHRENS Current 2016-06-24
001243423 VAUGHN JERIK RUIDERA BUENDICHO Current 2016-06-24
001243436 ADAM LEONG Ceased 2016-06-24
000268572 PHILLIP YOUNG Current 2016-05-31

Office Location

Locality BEENLEIGH
State QLD
Postcode 4207
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
K.T. ACCOUNTING & TAXATION SERVICES PTY. LTD. 2017-03-01 Beenleigh, QLD 4207, Australia
FERRARIWARNER PTY LTD 2016-07-06 Beenleigh, QLD 4207, Australia
PRO-INSURE PTY LTD 2014-03-06 Beenleigh, QLD 4207, Australia
LIEF PTY LTD 2011-03-21 Yatala, QLD 4207, Australia
ASR UNDERWRITING AGENCIES PTY LTD 2005-09-21 Beenleigh, QLD 4207, Australia
INTERRE INSURANCE BROKERS PTY. LTD. 2004-03-10 Stapylton, QLD 4207, Australia
TOTAL RISK BROKERS PTY LTD 2003-03-14 Beenleigh, QLD 4207, Australia

Financial services with the same locality

Service Name Issue Date Locality
K.T. ACCOUNTING & TAXATION SERVICES PTY. LTD. 2017-03-01 Beenleigh, QLD 4207, Australia
FERRARIWARNER PTY LTD 2016-07-06 Beenleigh, QLD 4207, Australia
PRO-INSURE PTY LTD 2014-03-06 Beenleigh, QLD 4207, Australia
ASR UNDERWRITING AGENCIES PTY LTD 2005-09-21 Beenleigh, QLD 4207, Australia
TOTAL RISK BROKERS PTY LTD 2003-03-14 Beenleigh, QLD 4207, Australia

Competitor

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Postal Code 4207

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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.