OAK CAPITAL MORTGAGE FUND LIMITED


Address: Southport, QLD 4215, Australia

OAK CAPITAL MORTGAGE FUND LIMITED (Licence# 000438659) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 6, 2013.

Service Overview

Register Name AFS Licence
Licence Name OAK CAPITAL MORTGAGE FUND LIMITED
Licence Number 000438659
Licence ABN 51161407058
Issue Date 2013-11-06
Locality SOUTHPORT
State QLD
Postcode 4215
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 limited to:
      • own managed investment scheme only;
  • 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:
      • deposit and payment products limited to:
        • basic deposit products; and
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "Oak Capital Mortgage Fund" scheme (ARSN: 166 411 463),
    • a scheme which only holds the following types of property:
      • mortgages;
      • to retail and wholesale clients.

Office Location

Locality SOUTHPORT
State QLD
Postcode 4215
Country Australia

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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.