CRAIGS INVESTMENT PARTNERS LIMITED

Address: Tauranga 3110, International

CRAIGS INVESTMENT PARTNERS LIMITED (Licence# 000363407) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 12, 2010.

Service Overview

Register Name AFS Licence
Licence Name CRAIGS INVESTMENT PARTNERS LIMITED
Licence Number 000363407
Licence ACN 143656437
Issue Date 2010-10-12
Locality TAURANGA 3110
Country International

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;
    • derivatives;
    • foreign exchange contracts;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes excluding investor directed portfolio services; 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; and
    • 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;
      • derivatives;
      • foreign exchange contracts;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to retail and wholesale clients.

      Financial advisers

      Adviser Number Adviser Name Status Start Date
      001254810 SAMUEL GRANT Current 2017-05-22
      001254809 JOHN WILLIAM KEMPTHORNE BLAIKIE Ceased 2017-04-10
      001253736 JOSEPH ALEXANDER FALKNER Ceased 2017-03-31
      001253735 NATALIA MCLEAN Current 2017-03-02
      001251293 NICOLA AMY HOPKINSON Ceased 2017-01-16
      001251291 ADAM KEVIN LYNCH Ceased 2016-12-05
      001249363 TANYA MARGARET OSBORNE Ceased 2016-11-02
      001249362 THOMAS ANDREW WOODHAMS Current 2016-10-03
      001249361 BARRY GRANT BOYDEN Ceased 2016-09-27
      001249360 RICKY MORRIS HARPER Current 2016-09-12

      Office Location

      Locality TAURANGA 3110
      Country International

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      Competitor

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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.