MACGILL FINANCIAL SERVICES PTY LTD


Address: Bunbury, WA 6230, Australia

MACGILL FINANCIAL SERVICES PTY LTD (Licence# 000416772) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 28, 2012.

Service Overview

Register Name AFS Licence
Licence Name MACGILL FINANCIAL SERVICES PTY LTD
Licence Number 000416772
Licence ABN 54096357630
Issue Date 2012-02-28
Locality BUNBURY
State WA
Postcode 6230
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;
    • 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;
      • 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
001263537 KATE GILLINGHAM Current 2018-04-23
000238019 DEAN PHILLIP MOUNTFORD Ceased 2012-03-26
000260087 JOHN RUSSELL GILLINGHAM Current 2012-03-22
000404624 RYAN DAVID BRADY Current 2012-03-22

Office Location

Locality BUNBURY
State WA
Postcode 6230
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MAGNETIC NORTH GROUP PTY LTD 2014-09-30 Bunbury, WA 6230, Australia
INTEGRALIFE PTY LTD 2013-06-13 Bunbury, WA 6230, Australia
HORIZON INVESTMENT SOLUTIONS PTY LTD 2011-07-13 Bunbury, WA 6230, Australia
STRATEGY FIRST FINANCIAL PLANNERS PTY LTD 2007-02-06 Bunbury, WA 6230, Australia
MCNAUGHTON GARDINER INSURANCE BROKERS PTY LTD 2004-03-10 Bunbury, WA 6230, Australia
NEXUS (AUST) PTY LTD 2004-01-01 Bunbury, WA 6230, Australia

Financial services with the same locality

Service Name Issue Date Locality
MAGNETIC NORTH GROUP PTY LTD 2014-09-30 Bunbury, WA 6230, Australia
INTEGRALIFE PTY LTD 2013-06-13 Bunbury, WA 6230, Australia
HORIZON INVESTMENT SOLUTIONS PTY LTD 2011-07-13 Bunbury, WA 6230, Australia
STRATEGY FIRST FINANCIAL PLANNERS PTY LTD 2007-02-06 Bunbury, WA 6230, Australia
MCNAUGHTON GARDINER INSURANCE BROKERS PTY LTD 2004-03-10 Bunbury, WA 6230, Australia
NEXUS (AUST) PTY LTD 2004-01-01 Bunbury, WA 6230, Australia

Competitor

Search similar business entities

Postal Code 6230

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.