FISCAL ASSET MANAGEMENT PTY LTD


Address: Parramatta, NSW 2150, Australia

FISCAL ASSET MANAGEMENT PTY LTD (Licence# 000434894) 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 9, 2013.

Service Overview

Register Name AFS Licence
Licence Name FISCAL ASSET MANAGEMENT PTY LTD
Licence Number 000434894
Licence ABN 78162344792
Issue Date 2013-04-09
Locality PARRAMATTA
State NSW
Postcode 2150
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
000241984 ROBERT NAPOLETANO Current 2015-03-24
000458129 TROY DANIEL MAHONEY Ceased 2014-05-20
000453450 CHRISTIAN DALLABETTA Current 2014-02-20
000241906 MICHAEL RIABKOFF Current 2013-04-12

Office Location

Locality PARRAMATTA
State NSW
Postcode 2150
Country Australia

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PARRAMATTA ACCOUNTANTS & TAX AGENTS PTY LTD 2017-06-16 Parramatta, NSW 2150, Australia
WEALTHPRENEUR PTY LTD 2017-05-25 Parramatta, NSW 2150, Australia
EFN (AUSTRALIA) PTY LIMITED 2017-05-01 Parramatta, NSW 2150, Australia
DESSEL, ANTHONY 2017-02-20 Parramatta, NSW 2150, Australia
IZZET & CO. PTY. LIMITED 2017-02-10 Parramatta, NSW 2150, Australia
CHAMPION'S BUSINESS GROWTH ADVISERS PTY LTD 2016-09-16 Parramatta, NSW 2150, Australia
AJ FINANCIAL SOLUTIONS PTY LTD 2016-09-15 Harris Park, NSW 2150, Australia

Competitor

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Postal Code 2150

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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.