GOAL ADVISORY PTY. LTD.

Address: St Kilda, VIC 3182, Australia

GOAL ADVISORY PTY. LTD. (Licence# 000423647) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 26, 2012.

Service Overview

Register Name AFS Licence
Licence Name GOAL ADVISORY PTY. LTD.
Licence Number 000423647
Licence ABN 84157736751
Issue Date 2012-09-26
Locality ST KILDA
State VIC
Postcode 3182
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice for the following classes of financial products:
    • interests in managed investment schemes excluding investor directed portfolio services;
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes excluding investor directed portfolio services; and
    • 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;
      • general insurance products;
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to retail and wholesale clients.

      Office Location

      Locality ST KILDA
      State VIC
      Postcode 3182
      Country Australia

      Financial services with the same postcode

      Service Name Issue Date Locality
      FITNACTIVE8 PTY LTD & PITITTO'S ACCOUNTING SERVICES PTY LTD 2016-01-15 St Kilda, VIC 3182, Australia
      CONNECT INTERNATIONAL CAPITAL PTY LTD 2011-08-11 St Kilda, VIC 3182, Australia
      IMPACT FUNDS MANAGEMENT PTY LTD 2010-06-29 St Kilda, VIC 3182, Australia
      LIFESTYLE INVESTMENT PLANNING PTY LTD 2004-09-06 St Kilda, VIC 3182, Australia
      PHILP NEWBY & OWEN PTY. LTD. 2004-01-18 St Kilda, VIC 3182, Australia
      SCOTT WINTON NOMINEES PTY. LTD. 2003-12-23 St Kilda, VIC 3182, Australia
      KLEIMAN SHEMER INSURANCE BROKERS PTY. LTD. 2003-10-24 St Kilda, VIC 3182, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      FITNACTIVE8 PTY LTD & PITITTO'S ACCOUNTING SERVICES PTY LTD 2016-01-15 St Kilda, VIC 3182, Australia
      CONNECT INTERNATIONAL CAPITAL PTY LTD 2011-08-11 St Kilda, VIC 3182, Australia
      IMPACT FUNDS MANAGEMENT PTY LTD 2010-06-29 St Kilda, VIC 3182, Australia
      LIFESTYLE INVESTMENT PLANNING PTY LTD 2004-09-06 St Kilda, VIC 3182, Australia
      PHILP NEWBY & OWEN PTY. LTD. 2004-01-18 St Kilda, VIC 3182, Australia
      SCOTT WINTON NOMINEES PTY. LTD. 2003-12-23 St Kilda, VIC 3182, Australia
      KLEIMAN SHEMER INSURANCE BROKERS PTY. LTD. 2003-10-24 St Kilda, VIC 3182, Australia

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      Postal Code 3182

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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.