LIFE PLAN FP PTY LTD


Address: East Devonport, TAS 7310, Australia

LIFE PLAN FP PTY LTD (Licence# 000449658) 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 4, 2014.

Service Overview

Register Name AFS Licence
Licence Name LIFE PLAN FP PTY LTD
Licence Number 000449658
Licence ABN 49113803786
Issue Date 2014-06-04
Locality EAST DEVONPORT
State TAS
Postcode 7310
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 limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • 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; and
      • superannuation; and
  • deal in a financial product by:
    • 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;
      • deposit products other than basic deposit products;
      • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001267191 THEODORE GODFREY Current 2018-08-30
001266831 XIAOLI LI Current 2018-08-15
000308718 KHAIR UL ALAM Current 2018-07-17
000449629 CRAIG ANDREW MULDOON Current 2018-07-06
001265789 MOSTAFA EZAME Current 2018-07-06
001265790 BILAL IBRAHIM Current 2018-07-06
001265282 GEORGE HAIDAMOUS Current 2018-07-04
001265683 AMIT AGGARWAL Current 2018-07-04
001252753 JUAN BRAN Ceased 2018-05-14
000316827 GEORGE FOKAS Current 2018-05-04

Office Location

Locality EAST DEVONPORT
State TAS
Postcode 7310
Country Australia

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PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
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
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Competitor

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Postal Code 7310

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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.