CXC FINANCIAL PARTNERS PTY LTD


Address: Brookvale, NSW 2100, Australia

CXC FINANCIAL PARTNERS PTY LTD (Licence# 000378656) 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 7, 2010.

Service Overview

Register Name AFS Licence
Licence Name CXC FINANCIAL PARTNERS PTY LTD
Licence Number 000378656
Licence ABN 75145700456
Issue Date 2010-10-07
Locality BROOKVALE
State NSW
Postcode 2100
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
001023933 SABENA SAMUEL Current 2018-08-15
001238727 JOSHUA PERKINS Current 2016-01-01
001236775 SARAH CAMILLA CONNELLY Ceased 2015-10-29
001000406 BRETT SAU SIANG SEET Current 2014-10-27
000434535 GUY MANWARREN GREEN Ceased 2011-08-03
001000777 TIMOTHY HOBART Current 2010-10-08

Office Location

Locality BROOKVALE
State NSW
Postcode 2100
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
STEWARDSHIP ACCOUNTANTS PTY LTD 2017-04-27 Brookvale, NSW 2100, Australia
ENSPIRA WEALTH PTY LIMITED 2017-04-13 Brookvale, NSW 2100, Australia
CANNINGS, JEFFREY DAVID 2017-02-24 Brookvale, NSW 2100, Australia
2020 TAX PTY LIMITED 2017-02-17 Allambie Heights, NSW 2100, Australia
ALLAN HALL SMSF ADVISORY PTY LTD 2016-07-13 Brookvale, NSW 2100, Australia
FINANCIAL PROFESSIONAL PARTNERS PTY LTD 2014-12-17 Brookvale, NSW 2100, Australia
MORE4LIFE FINANCIAL SERVICES PTY LTD 2007-09-24 Brookvale, NSW 2100, Australia
STRATEGY FIRST FINANCIAL PLANNING PTY LTD 2005-09-02 Brookvale, NSW 2100, Australia
ASCENT FINANCIAL STRATEGIES PTY. LIMITED 2004-02-01 Brookvale, NSW 2100, Australia
GROUP FINANCIAL ADVISING PTY LTD 2004-01-16 Brookvale, NSW 2100, Australia

Competitor

Search similar business entities

Postal Code 2100

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.