PEET FUNDS MANAGEMENT LIMITED


Address: Perth, WA 6000, Australia

PEET FUNDS MANAGEMENT LIMITED (Licence# 000415753) 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 5, 2012.

Service Overview

Register Name AFS Licence
Licence Name PEET FUNDS MANAGEMENT LIMITED
Licence Number 000415753
Licence ABN 81145992169
Issue Date 2012-07-05
Locality PERTH
State WA
Postcode 6000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice to retail clients only for the following classes of financial products:
    • interests in managed investment schemes excluding investor directed portfolio services; and
    • securities;
  • provide financial product advice to wholesale clients only for the following classes of financial products:
    • securities;
  • deal in a financial product to both retail and wholesale clients by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives;
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities;
    • 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;
      • derivatives;
      • general insurance products;
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities;
    • underwriting:
      • interests in managed investment schemes; and
      • an issue of securities;
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • schemes which only hold the following types of property:
      • direct real property;

Office Location

Locality PERTH
State WA
Postcode 6000
Country Australia

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Postal Code 6000

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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.