MYPLANNER AUSTRALIA PTY LTD


Address: Southport, QLD 4215, Australia

MYPLANNER AUSTRALIA PTY LTD (Licence# 000345905) 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 7, 2010.

Service Overview

Register Name AFS Licence
Licence Name MYPLANNER AUSTRALIA PTY LTD
Licence Number 000345905
Licence ABN 28140520225
Issue Date 2010-06-07
Locality SOUTHPORT
State QLD
Postcode 4215
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000410880 THOR-BJORN MCDOWELL Ceased 2018-05-10
000339340 AARON JOHN CULLEN Ceased 2017-09-05
001255559 NICKLAUS O'HARE Ceased 2017-06-16
001003675 KEVIN SHEN Ceased 2017-04-04
000301193 CATHRYN LEIGH HOWARD Ceased 2017-03-21
000276252 MATTHEW WAYNE COOK Ceased 2017-03-02
000409137 PETER KHOURY Ceased 2017-02-15
000407792 SUSAN HOWARD Ceased 2016-12-01
000470934 RIORDAN WILLIAM BUTLER Ceased 2016-11-25
001248677 EDGAR LEE Ceased 2016-10-13

Office Location

Locality SOUTHPORT
State QLD
Postcode 4215
Country Australia

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BRIDGLAND FINDLAY ACCOUNTING PTY LTD 2016-07-07 Southport, QLD 4215, Australia
DICKFOS DUNN SUPERANNUATION SERVICES PTY LTD 2016-06-10 Southport, QLD 4215, Australia
POSITIVE DYNAMICS PTY. LTD. 2016-05-16 Southport, QLD 4215, Australia
ATLAS WEALTH MANAGEMENT PTY LTD 2015-03-10 Southport, QLD 4215, Australia
MBA CORPORATE FINANCE & STRATEGY PTY LTD 2014-07-22 Southport, QLD 4215, Australia
OAK CAPITAL MORTGAGE FUND LIMITED 2013-11-06 Southport, QLD 4215, Australia
GI ASSET MANAGEMENT LIMITED 2013-05-01 Southport, QLD 4215, Australia
MYPLANNER PROFESSIONAL SERVICES PTY LTD 2012-09-18 Southport, QLD 4215, Australia

Competitor

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Postal Code 4215

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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.