BEAUMARIS MANAGEMENT PTY LTD


Address: Adelaide, SA 5000, Australia

BEAUMARIS MANAGEMENT PTY LTD (Licence# 000356601) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 6, 2010.

Service Overview

Register Name AFS Licence
Licence Name BEAUMARIS MANAGEMENT PTY LTD
Licence Number 000356601
Licence ABN 58062231430
Issue Date 2010-08-06
Locality ADELAIDE
State SA
Postcode 5000
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
001264261 CHUN MING LO Current 2018-05-18
001265325 DEYU KONG Current 2018-05-18
001238327 KIN SAN SAM WONG Current 2016-01-05
000463888 WENJIA LI Ceased 2014-08-05
000462894 HUI WUN YONG Current 2014-07-31
000275839 HENRY JOSEPH BEAUMARIS Current 2010-08-06
000305791 ANTHONY CRAIG ROBINSON Ceased 2010-08-06

Office Location

Locality ADELAIDE
State SA
Postcode 5000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
UNITING CHURCH SA INVESTMENT FUND LIMITED 2018-01-24 Adelaide, SA 5000, Australia
TAIM INVESTMENTS PTY LTD 2018-01-03 Adelaide, SA 5000, Australia
ICORP GROUP PTY LTD 2017-10-26 Adelaide, SA 5000, Australia
OAKLEIGH FINANCIAL SERVICES PTY LTD 2017-10-04 Adelaide, SA 5000, Australia
STARFISH FINANCIAL SERVICES PTY LTD 2017-10-03 Adelaide, SA 5000, Australia
HEPHZIBAH FINANCIAL PTY LTD 2017-09-11 Adelaide, SA 5000, Australia
ADELAIDE WEALTH MANAGEMENT PTY LTD 2017-05-18 Adelaide, SA 5000, Australia
AUSTRALIA FORESIGHT GROUP PTY LTD 2017-05-04 Adelaide, SA 5000, Australia
CLEAR SKY PROPERTIES PTY LTD 2017-04-13 Adelaide, SA 5000, Australia
HOLMAN HODGE FINANCIAL SERVICES PTY LTD 2017-02-28 Adelaide, SA 5000, Australia

Competitor

Search similar business entities

Postal Code 5000

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.