THE SMSF EXPERT PTY LTD


Address: Haymarket, NSW 2000, Australia

THE SMSF EXPERT PTY LTD (Licence# 000445113) 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 25, 2013.

Service Overview

Register Name AFS Licence
Licence Name THE SMSF EXPERT PTY LTD
Licence Number 000445113
Licence ABN 17155686356
Issue Date 2013-10-25
Locality HAYMARKET
State NSW
Postcode 2000
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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001244316 CHERRY DIMAPILIS Current 2018-08-14
001266572 JOSEPH ELHINDI Current 2018-08-06
001266002 EUGENE VINCENT SIBELLE Current 2018-07-16
001248387 PETER NORMAN WILCOX Current 2018-07-13
001247119 TIA STAMATIA SPARIS Current 2018-07-05
001264701 MARK FRANCIS SOMES Current 2018-06-05
000234903 JOHN RICHARDS Current 2018-06-04
001237270 AMY ELIZABETH STRONACH Current 2018-05-28
001247013 SALVATORE SOLANO Current 2018-04-24
001242362 MEGAN JOY HOLMES Current 2018-04-17

Office Location

Locality HAYMARKET
State NSW
Postcode 2000
Country Australia

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Competitor

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Postal Code 2000

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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.