ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD


Address: Sydney, NSW 2000, Australia

ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD (Licence# 000409424) 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 21, 2011.

Service Overview

Register Name AFS Licence
Licence Name ACCOUNTABLE FINANCIAL SOLUTIONS PTY LTD
Licence Number 000409424
Licence ABN 36146520390
Issue Date 2011-10-21
Locality SYDNEY
State NSW
Postcode 2000
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
001255235 DAVID ALAN CLOSE Ceased 2018-01-22
001255572 HELEN MAREE WHELAN Ceased 2018-01-18
001250163 JACQUELINE ANNE SMITH Ceased 2018-01-18
001258665 GABS MWANAAFRIKA Ceased 2018-01-16
000232258 Susan Wahhab Ceased 2017-12-23
000279585 WIDAD KAYAL Ceased 2017-12-23
001235157 TRANG KIEU NGUYEN Ceased 2017-12-19
001236728 KHALID NAEEM AHMAD Ceased 2017-12-12
000418519 NOELIA CUSTODIO PINTO Ceased 2017-12-11
001245115 WAYNE PHILIP BOLIN Ceased 2017-12-11

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

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Competitor

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Postal Code 2000

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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.