MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED


Address: North Sydney, NSW 2060, Australia

MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED (Licence# 000422854) 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 18, 2012.

Service Overview

Register Name AFS Licence
Licence Name MORTGAGE CHOICE FINANCIAL PLANNING PTY LIMITED
Licence Number 000422854
Licence ABN 97158645624
Issue Date 2012-07-18
Locality NORTH SYDNEY
State NSW
Postcode 2060
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;
    • 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;
      • 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
001008923 MARCUS AARON NETTO Current 2018-06-14
001238139 ALEX NATHAN JORGENSEN Current 2018-02-14
001234749 JESSICA CASEY CURTIS Current 2018-02-06
001238234 HANA CELIA NATAPRAWIRA Current 2017-12-14
001004180 ANDREW DAVID LANE Ceased 2017-10-05
000243298 JOSHUA MECHIELSEN Ceased 2017-07-14
001008287 BENJAMIN TAYLOR LEYSHON Current 2017-06-14
000425989 PHILLIP DWYER Ceased 2017-06-08
001252959 AARON NICHOLAS BIRD Ceased 2017-03-17
000283914 CONRAD GILBERT Ceased 2017-03-09

Office Location

Locality NORTH SYDNEY
State NSW
Postcode 2060
Country Australia

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Competitor

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Postal Code 2060

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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.