PROVIDENT STRATEGIES PTY LTD

Address: Port Lincoln, SA 5606, Australia

PROVIDENT STRATEGIES PTY LTD (Licence# 000447616) 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 15, 2013.

Service Overview

Register Name AFS Licence
Licence Name PROVIDENT STRATEGIES PTY LTD
Licence Number 000447616
Licence ACN 147024324
Issue Date 2013-11-15
Locality PORT LINCOLN
State SA
Postcode 5606
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;
  • 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
000281122 RENEE GWENDOLINE SIMPSON Current 2017-05-01
001001932 BRIAN DAVID WIBBERLEY Current 2013-11-16
001001933 LINDY JANE WIBBERLEY Current 2013-11-16

Office Location

Locality PORT LINCOLN
State SA
Postcode 5606
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
COMPLETE BUSINESS & ACCOUNTING SERVICES PTY LTD & TRUSTEE FOR THE KA DOUDLE TRUST & TRUSTEE FOR THE 2017-06-20 Port Lincoln, SA 5606, Australia
HORIZON FINANCIAL PLANNING PTY LTD 2009-07-17 Port Lincoln, SA 5606, Australia

Financial services with the same locality

Service Name Issue Date Locality
COMPLETE BUSINESS & ACCOUNTING SERVICES PTY LTD & TRUSTEE FOR THE KA DOUDLE TRUST & TRUSTEE FOR THE 2017-06-20 Port Lincoln, SA 5606, Australia
HORIZON FINANCIAL PLANNING PTY LTD 2009-07-17 Port Lincoln, SA 5606, Australia

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BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 5606

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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.