AVALONFS PTY LTD


Address: Merrylands West, NSW 2160, Australia

AVALONFS PTY LTD (Licence# 000437518) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 5, 2013.

Service Overview

Register Name AFS Licence
Licence Name AVALONFS PTY LTD
Licence Number 000437518
Licence ABN 43162297298
Issue Date 2013-06-05
Locality MERRYLANDS WEST
State NSW
Postcode 2160
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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • 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
000458180 STACY LOUISE BARNES Current 2018-08-02
000238374 GAYLE MARGARET MCKEW Current 2018-07-25
000432312 RICK YU-HSUEH PENG Current 2018-07-10
000280462 JANICE GAIL ILONI FURSTENBERG Current 2018-07-03
000283144 MICHAEL NGEE TIONG TAN Current 2018-07-02
000260030 TIMOTHY CHING Current 2018-06-29
001004827 STEFANO DURO Current 2018-06-29
001004528 BRAD FRANKHAM Current 2018-06-19
000335335 SHAUN LIDDICOAT Current 2018-06-18
000444137 ALAN GEOFFREY MARSH Current 2018-06-18

Office Location

Locality MERRYLANDS WEST
State NSW
Postcode 2160
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ZAHOUL ACCOUNTING PTY LTD 2016-12-16 Merrylands, NSW 2160, Australia
SMSF MADEASY PTY LTD 2016-12-13 Merrylands, NSW 2160, Australia
HARVEST INCOME TAX PTY LTD 2016-07-05 Merrylands, NSW 2160, Australia

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BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
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SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 2160

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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.