SKYBRIDGE PORTFOLIOS PTY LTD

Address: Inverell, NSW 2360, Australia

SKYBRIDGE PORTFOLIOS PTY LTD (Licence# 000407092) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 26, 2011.

Service Overview

Register Name AFS Licence
Licence Name SKYBRIDGE PORTFOLIOS PTY LTD
Licence Number 000407092
Licence ABN 47149093069
Issue Date 2011-07-26
Locality INVERELL
State NSW
Postcode 2360
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
001263827 CHRISTOPHER MICHAEL WRIGHT Current 2018-05-07
001243136 CAMERON GOSSON Current 2016-06-18
001001834 JASON BIRCH Current 2015-03-26
001002088 PETER HALLEN Current 2015-03-26
001002089 TERRY PARIS Ceased 2015-03-26
001236259 EZRA FASAN Ceased 2013-10-01
001007280 DEBRA GAYE COOK Ceased 2011-06-07

Office Location

Locality INVERELL
State NSW
Postcode 2360
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
PORTCLIP PTY. LIMITED 2004-03-01 Inverell, NSW 2360, Australia

Financial services with the same locality

Service Name Issue Date Locality
PORTCLIP PTY. LIMITED 2004-03-01 Inverell, NSW 2360, Australia

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Competitor

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Postal Code 2360

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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.