EVEREST ASSET MANAGEMENT PTY LTD


Address: Mosman, NSW 2088, Australia

EVEREST ASSET MANAGEMENT PTY LTD (Licence# 000437924) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 5, 2013.

Service Overview

Register Name AFS Licence
Licence Name EVEREST ASSET MANAGEMENT PTY LTD
Licence Number 000437924
Licence ABN 38162459654
Issue Date 2013-07-05
Locality MOSMAN
State NSW
Postcode 2088
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice for the following classes of financial products:
    • interests in managed investment schemes excluding investor directed portfolio services; and
    • securities;
  • 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:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to wholesale clients.

      Office Location

      Locality MOSMAN
      State NSW
      Postcode 2088
      Country Australia

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      Postal Code 2088

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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.