SOLIDUS FINANCIAL PLANNING PTY LIMITED


Address: The Rocks, NSW 2000, Australia

SOLIDUS FINANCIAL PLANNING PTY LIMITED (Licence# 000427866) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 7, 2014.

Service Overview

Register Name AFS Licence
Licence Name SOLIDUS FINANCIAL PLANNING PTY LIMITED
Licence Number 000427866
Licence ABN 86003851232
Issue Date 2014-04-07
Locality THE ROCKS
State NSW
Postcode 2000
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:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product; and
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; and
    • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001007314 ANNE COX Current 2014-04-07

Office Location

Locality THE ROCKS
State NSW
Postcode 2000
Country Australia

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Competitor

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Postal Code 2000

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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.