OPTIMAL AFSL PTY LTD


Address: North Adelaide, SA 5006, Australia

OPTIMAL AFSL PTY LTD (Licence# 000431258) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 15, 2013.

Service Overview

Register Name AFS Licence
Licence Name OPTIMAL AFSL PTY LTD
Licence Number 000431258
Licence ABN 85161142767
Issue Date 2013-01-15
Locality NORTH ADELAIDE
State SA
Postcode 5006
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
001008230 JACQUELINA JAMES Current 2017-04-10
000437231 TANIA LOUISE SCIANCALEPORE Current 2013-03-12
000325463 STEVEN ANTONIO SANSOVINI Ceased 2013-03-12
000255230 JAMES CUNNINGHAM ROWE OLIVER Current 2013-03-04

Office Location

Locality NORTH ADELAIDE
State SA
Postcode 5006
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CLAIM IT SUPER PTY LTD 2017-01-11 North Adelaide, SA 5006, Australia
JRI PRACTICE FINANCIAL SERVICES PTY LTD 2016-11-24 North Adelaide, SA 5006, Australia
BROUGHAM & VAUX (AUST.) PTY LTD 2011-02-10 North Adelaide, SA 5006, Australia
THE LUTHERAN LAYPEOPLE'S LEAGUE OF AUSTRALIA INC 2009-02-12 North Adelaide, SA 5006, Australia
LCA NOMINEES PTY. LTD. 2004-02-01 North Adelaide, SA 5006, Australia
MERLEA INVESTMENTS PTY LTD 2003-04-11 North Adelaide, SA 5006, Australia

Financial services with the same locality

Service Name Issue Date Locality
CLAIM IT SUPER PTY LTD 2017-01-11 North Adelaide, SA 5006, Australia
JRI PRACTICE FINANCIAL SERVICES PTY LTD 2016-11-24 North Adelaide, SA 5006, Australia
BROUGHAM & VAUX (AUST.) PTY LTD 2011-02-10 North Adelaide, SA 5006, Australia
THE LUTHERAN LAYPEOPLE'S LEAGUE OF AUSTRALIA INC 2009-02-12 North Adelaide, SA 5006, Australia
LCA NOMINEES PTY. LTD. 2004-02-01 North Adelaide, SA 5006, Australia
MERLEA INVESTMENTS PTY LTD 2003-04-11 North Adelaide, SA 5006, Australia

Competitor

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Postal Code 5006

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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.