ALDER AND PARTNERS PTY LTD


Address: Dalkeith, WA 6009, Australia

ALDER AND PARTNERS PTY LTD (Licence# 000382714) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 19, 2010.

Service Overview

Register Name AFS Licence
Licence Name ALDER AND PARTNERS PTY LTD
Licence Number 000382714
Licence ABN 98146233534
Issue Date 2010-11-19
Locality DALKEITH
State WA
Postcode 6009
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;
      • interests in managed investment schemes limited to:
      • MDA 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:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • MDA services; 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;
      • 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;
        • interests in managed investment schemes limited to:
        • MDA 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
001008044 JOSH MARK METCALF Current 2017-11-10
001008382 CHESTER DENHOLM SELBY TULLOCH Ceased 2015-05-11
001003659 CHRISTINE LOUISE FLACK Ceased 2014-11-01
001003658 HILAH AHMADZAI Current 2014-09-01
000284117 STEVEN JAMES TULLOCH Current 2013-03-29
000349864 MALCOLM EDWARD EVANS Current 2012-12-22
000240580 DAVID WILLIAM ALDER Current 2011-01-15
000290286 PAUL WILLIAM NAGLE Current 2011-01-15
000344185 SKY ROBERT JOHN WALKER Current 2011-01-15

Office Location

Locality DALKEITH
State WA
Postcode 6009
Country Australia

Financial services with the same postcode

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NORTHERLY CAPITAL PTY LTD 2018-02-07 Nedlands, WA 6009, Australia
PROFICIENT CAPITAL PTY LIMITED 2017-06-09 Nedlands, WA 6009, Australia
LONGREACH CAPITAL PTY. LTD. 2017-06-08 Nedlands, WA 6009, Australia
REALSIDE PTY LTD 2017-01-24 Nedlands, WA 6009, Australia
BELL, SHANNON 2015-07-22 Nedlands, WA 6009, Australia
BROGAN, CHRISTOPHER GERARD 2015-04-28 Nedlands, WA 6009, Australia
FIVEMARK CAPITAL PTY LTD 2013-12-12 Nedlands, WA 6009, Australia
PBA CORPORATION PTY. LTD. 2013-03-13 Nedlands, WA 6009, Australia
ETO GROUP PTY LTD 2013-02-01 Nedlands, WA 6009, Australia
DEVELOPMENT MANAGEMENT GROUP PTY LTD 2013-01-23 Dalkeith, WA 6009, Australia

Competitor

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Postal Code 6009

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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.