EXELSUPER ADVICE PTY LTD


Address: Goodwood, SA 5034, Australia

EXELSUPER ADVICE PTY LTD (Licence# 000428272) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 12, 2012.

Service Overview

Register Name AFS Licence
Licence Name EXELSUPER ADVICE PTY LTD
Licence Number 000428272
Licence ABN 72080419745
Issue Date 2012-11-12
Locality GOODWOOD
State SA
Postcode 5034
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;
    • 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;
      • deposit products other than 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
001232893 MATTHEW CHRISTOPHER HAWKES Ceased 2016-05-25
000229192 BARRY JOHN CRABTREE Current 2015-05-01
000229193 BRETT LEE CRABTREE Current 2015-05-01
000415542 SCOTT MICHAEL MCCONVILLE Current 2015-05-01
000229194 TRACEY MARGARET EDWARDS Ceased 2015-05-01
000242289 RENATE TONKS Ceased 2015-05-01
000310599 GLENN ALLEN DOHERTY Current 2015-03-02
000330252 PHILLIP MILLS Current 2014-10-01
001002224 MALCOLM DENIS CAIRE Ceased 2014-10-01
000235827 DAVID FROST Current 2013-12-20

Office Location

Locality GOODWOOD
State SA
Postcode 5034
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
GEM CAPITAL FINANCIAL ADVICE PTY LTD 2018-01-18 Goodwood, SA 5034, Australia
GODDARD, RICHARD JEFFREY 2017-04-04 Millswood, SA 5034, Australia
RVN ADVISORY PTY. LTD. 2017-01-10 Wayville, SA 5034, Australia
MILLSWOOD BEAN CRUNCHERS PTY LTD 2016-10-14 Millswood, SA 5034, Australia
TR FINANCIAL SERVICES PTY LTD 2016-06-01 Wayville, SA 5034, Australia
KAIZEN WEALTH PTY LTD 2015-12-09 Wayville, SA 5034, Australia
FINANCE WISE GLOBAL SECURITIES PTY LTD 2011-03-01 Kings Park, SA 5034, Australia
HAYDEN FINANCIAL SERVICES PTY LTD 2003-11-18 Wayville, SA 5034, Australia
HOLDFAST INSURANCE BROKERS PTY. LTD. 2003-10-27 Wayville, SA 5034, Australia
KINSMEN SECURITIES LIMITED 2002-10-21 Wayville, SA 5034, Australia

Competitor

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Postal Code 5034

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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.