STRATEGIC FINANCIAL MANAGEMENT PTY. LTD.


Address: Hawthorn, VIC 3122, Australia

STRATEGIC FINANCIAL MANAGEMENT PTY. LTD. (Licence# 000438950) 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 14, 2013.

Service Overview

Register Name AFS Licence
Licence Name STRATEGIC FINANCIAL MANAGEMENT PTY. LTD.
Licence Number 000438950
Licence ABN 44069987748
Issue Date 2013-06-14
Locality HAWTHORN
State VIC
Postcode 3122
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • 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 issue, apply for, acquire, vary or dispose 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • 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;
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to retail and wholesale clients.

      Financial advisers

      Adviser Number Adviser Name Status Start Date
      000312716 NICOLE PEIXOTO Ceased 2017-12-08
      001257327 BRENTON MICHAEL RUS Current 2017-08-02
      001002112 ANDREW STREADER Current 2015-02-18
      001002096 ALAN JAMES KRAKOUER Current 2013-06-17
      001002101 PATRICK HARDWICK Current 2013-06-17

      Office Location

      Locality HAWTHORN
      State VIC
      Postcode 3122
      Country Australia

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      CROWN AUSTRALIA ASSET MANAGEMENT PTY. LTD. 2013-04-30 Hawthorn, VIC 3122, Australia
      ROSKOW INDEPENDENT ADVISORY PTY LTD 2012-12-13 Hawthorn, VIC 3122, Australia
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      Postal Code 3122

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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.