CURRIE FINANCIAL SERVICES PTY. LTD.


Address: Adelaide, SA 5000, Australia

CURRIE FINANCIAL SERVICES PTY. LTD. (Licence# 000443737) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 2, 2013.

Service Overview

Register Name AFS Licence
Licence Name CURRIE FINANCIAL SERVICES PTY. LTD.
Licence Number 000443737
Licence ABN 24163208393
Issue Date 2013-10-02
Locality ADELAIDE
State SA
Postcode 5000
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:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; 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:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001247167 DARIO NAZZARI Current 2016-07-01
001247171 AMI MANDAVKAR Current 2016-07-01
001247207 YILIDANA REWUPU Current 2016-07-01
001247168 MARK JEFFRESON Ceased 2016-07-01

Office Location

Locality ADELAIDE
State SA
Postcode 5000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
UNITING CHURCH SA INVESTMENT FUND LIMITED 2018-01-24 Adelaide, SA 5000, Australia
TAIM INVESTMENTS PTY LTD 2018-01-03 Adelaide, SA 5000, Australia
ICORP GROUP PTY LTD 2017-10-26 Adelaide, SA 5000, Australia
OAKLEIGH FINANCIAL SERVICES PTY LTD 2017-10-04 Adelaide, SA 5000, Australia
STARFISH FINANCIAL SERVICES PTY LTD 2017-10-03 Adelaide, SA 5000, Australia
HEPHZIBAH FINANCIAL PTY LTD 2017-09-11 Adelaide, SA 5000, Australia
ADELAIDE WEALTH MANAGEMENT PTY LTD 2017-05-18 Adelaide, SA 5000, Australia
AUSTRALIA FORESIGHT GROUP PTY LTD 2017-05-04 Adelaide, SA 5000, Australia
CLEAR SKY PROPERTIES PTY LTD 2017-04-13 Adelaide, SA 5000, Australia
HOLMAN HODGE FINANCIAL SERVICES PTY LTD 2017-02-28 Adelaide, SA 5000, Australia

Competitor

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Postal Code 5000

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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.