PARETO GROUP PTY LTD


Address: Brighton, VIC 3186, Australia

PARETO GROUP PTY LTD (Licence# 000418700) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 16, 2012.

Service Overview

Register Name AFS Licence
Licence Name PARETO GROUP PTY LTD
Licence Number 000418700
Licence ABN 11155278078
Issue Date 2012-05-16
Locality BRIGHTON
State VIC
Postcode 3186
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001266730 LEWIS JAMES OLIVER Current 2018-08-10
001266682 TRISTAN ALEXANDER STRANGE Current 2018-08-09
000259515 LESLIE STUART GRANT Current 2018-04-24
000267008 ROBERT REARDON Ceased 2017-03-21
001251579 CHRISTINE THERESE DAVIE Current 2017-02-01
001006084 AMANDA THOMPSON Ceased 2016-10-17
000274408 KEVIN LESLIE RICHARDSON Current 2016-08-03
000463065 MATTHEW STYLES Ceased 2016-08-02
000274408 KEVIN LESLIE RICHARDSON Ceased 2016-03-30
000469924 TYSON CLAY HOLMES Ceased 2015-02-01

Office Location

Locality BRIGHTON
State VIC
Postcode 3186
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ELEUTHERA INVESTMENTS PTY LTD 2018-07-02 Brighton, VIC 3186, Australia
LBA SUPERANNUATION SERVICES PTY LTD 2016-09-20 Brighton, VIC 3186, Australia
R.G. CROTHERS PTY LTD 2016-06-20 Brighton, VIC 3186, Australia
GYROSTAT CAPITAL MANAGEMENT PTY LTD 2014-07-08 Brighton, VIC 3186, Australia
PORTFOLIO PLANNERS PRIVATE PTY LTD 2012-12-07 Brighton, VIC 3186, Australia
FOCUS INSURANCE BROKERS PTY LTD 2012-10-18 Brighton, VIC 3186, Australia
FIRST LIGHT RACING PTY LTD 2012-08-15 Brighton, VIC 3186, Australia
ZENTAURUS INVESTMENT MANAGEMENT PTY LTD 2011-08-10 Brighton, VIC 3186, Australia
EQUITAS ASSET MANAGEMENT PTY LTD 2011-06-09 Brighton, VIC 3186, Australia
AXIES PTY. LTD. 2009-10-07 Brighton, VIC 3186, Australia

Competitor

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Postal Code 3186

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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.