PALMER PORTFOLIOS GROUP PTY LTD


Address: Milton, QLD 4064, Australia

PALMER PORTFOLIOS GROUP PTY LTD (Licence# 000376719) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 21, 2010.

Service Overview

Register Name AFS Licence
Licence Name PALMER PORTFOLIOS GROUP PTY LTD
Licence Number 000376719
Licence ABN 78145431107
Issue Date 2010-09-21
Locality MILTON
State QLD
Postcode 4064
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;
    • 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
001007272 LING ERIN YI Current 2012-09-14
000282380 JOEL MICHAEL PALMER Current 2010-10-01
000338871 DAVID JOHN CURRIE Ceased 2010-10-01

Office Location

Locality MILTON
State QLD
Postcode 4064
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
WEALTH PARTNERS HOLDINGS PTY LTD 2018-03-19 Milton, QLD 4064, Australia
TRANSACT1 PTY LTD 2018-03-01 Milton, QLD 4064, Australia
AUSTRALIAN SECURE CAPITAL FUND LTD 2016-12-22 Milton, QLD 4064, Australia
BARCHESTER FINANCIAL SERVICES PTY LTD 2016-12-08 Paddington, QLD 4064, Australia
BONES ACCOUNTING PTY LTD 2016-05-31 Milton, QLD 4064, Australia
FINFIT WEALTH SOLUTIONS PTY LTD 2015-01-21 Milton, QLD 4064, Australia
SKYLIGHT FINANCIAL SOLUTIONS PTY LTD 2014-09-11 Milton, QLD 4064, Australia
KPG INVESTMENT MANAGEMENT PTY LIMITED 2010-10-14 Milton, QLD 4064, Australia
ACCUMULUS CAPITAL PTY LTD 2006-07-26 Paddington, QLD 4064, Australia
PRECISION ADMINISTRATION SERVICES PTY LTD 2004-02-26 Milton, QLD 4064, Australia

Competitor

Search similar business entities

Postal Code 4064

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.