MAS PLANNING PTY LTD


Address: Crows Nest, NSW 2065, Australia

MAS PLANNING PTY LTD (Licence# 000451182) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 27, 2014.

Service Overview

Register Name AFS Licence
Licence Name MAS PLANNING PTY LTD
Licence Number 000451182
Licence ABN 58095185194
Issue Date 2014-03-27
Locality CROWS NEST
State NSW
Postcode 2065
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
001001748 EDWARD VAN OORT-PIECK Current 2014-05-01

Office Location

Locality CROWS NEST
State NSW
Postcode 2065
Country Australia

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CIRRUM TAX ADVISERS PTY LIMITED 2017-02-03 Crows Nest, NSW 2065, Australia
HARMONEY AUSTRALIA LIMITED 2016-08-17 Crows Nest, NSW 2065, Australia
ACUMEN INSURANCE PTY LTD 2016-01-08 St Leonards, NSW 2065, Australia
QR FINANCIAL GROUP PTY. LTD. 2015-06-15 Crows Nest, NSW 2065, Australia
BLACKPEAK CAPITAL PTY LTD 2015-03-16 Naremburn, NSW 2065, Australia

Competitor

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Postal Code 2065

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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.