NAVIN ASSET MANAGEMENT PTY LTD


Address: Sydney, NSW 2000, Australia

NAVIN ASSET MANAGEMENT PTY LTD (Licence# 000436596) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 7, 2013.

Service Overview

Register Name AFS Licence
Licence Name NAVIN ASSET MANAGEMENT PTY LTD
Licence Number 000436596
Licence ABN 13109882831
Issue Date 2013-05-07
Locality SYDNEY
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:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities;
      • standard margin lending facility;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products limited to MDA services; and
  • 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:
      • financial products limited to:
        • miscellaneous financial investment products limited to MDA 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;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities;
        • standard margin lending facility;
        • superannuation; and
        • financial products limited to:
      • miscellaneous financial investment products limited to MDA services;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001246189 BRADLEY MICHAEL ROSS Current 2016-08-08
001246191 RONELLE ALLISON WILSON Current 2016-08-08
001246319 JOEL REX HALBERT Current 2016-08-08
001246575 GRAEME EDWARD BELLACH Current 2016-08-08
001246190 NATALIE CRYSTAL SCOTT Ceased 2016-08-08
000443139 DULAGI MITRI Ceased 2015-10-12
000250116 IAN WENHAM Current 2013-12-10
001004291 ANDREW JAMES MARTIN Current 2013-12-10
000238587 JOHN CHARLES WALLACE COOK Ceased 2013-08-01
000443420 TANYA LOUISE HART Ceased 2013-08-01

Office Location

Locality SYDNEY
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.