MONEYSHERPA PTY LTD


Address: Cremorne, NSW 2090, Australia

MONEYSHERPA PTY LTD (Licence# 000451289) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 29, 2014.

Service Overview

Register Name AFS Licence
Licence Name MONEYSHERPA PTY LTD
Licence Number 000451289
Licence ABN 32164927708
Issue Date 2014-04-29
Locality CREMORNE
State NSW
Postcode 2090
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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • general insurance 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
001266216 RIKKI LEONARD MASON Current 2018-07-23
000342752 KYLE JONOTHAN PERRY MARSHALL Current 2018-02-06
001239782 CHRISTIAN HAMMERLE Current 2018-02-06
001255322 MORGAN HAYWARD Ceased 2018-02-06
001259720 JAMES RAYMOND FREEMAN Current 2017-11-10
001000280 COLIN STUART TWIGGS Current 2017-07-13
001256250 HAIPENG XU Ceased 2017-07-07
001252556 REUBEN ALLAN HAINES Current 2017-03-07
000295211 CESAR FARFAN Ceased 2015-03-30
000307269 VINCE GERARD SCULLY Current 2014-04-29

Office Location

Locality CREMORNE
State NSW
Postcode 2090
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
THE STELLUM GROUP STRATEGIC ADVICE PTY LTD 2017-03-10 Cremorne Point, NSW 2090, Australia
IRISH & SAUNDERS PTY LIMITED 2016-07-14 Cremorne, NSW 2090, Australia
INCOME GUARD PTY LTD 2010-03-23 Cremorne, NSW 2090, Australia
AJSS HOLDINGS PTY LTD 2005-04-05 Cremorne, NSW 2090, Australia
LOGAN LIVESTOCK INSURANCE AGENCY PTY LTD 2004-01-08 Cremorne, NSW 2090, Australia
PILAT INVESTMENT PTY LTD 2003-12-08 Cremorne, NSW 2090, Australia

Financial services with the same locality

Service Name Issue Date Locality
IRISH & SAUNDERS PTY LIMITED 2016-07-14 Cremorne, NSW 2090, Australia
ENVISAGER SECURITIES LIMITED 2015-01-20 Cremorne, VIC 3121, Australia
RAMPERSAND MANAGEMENT PROPRIETARY LIMITED 2014-08-15 Cremorne, VIC 3121, Australia
INCOME GUARD PTY LTD 2010-03-23 Cremorne, NSW 2090, Australia
CITIPLAN PTY. LTD. 2006-05-29 Cremorne, VIC 3121, Australia
AJSS HOLDINGS PTY LTD 2005-04-05 Cremorne, NSW 2090, Australia
BING, JOHN J 2004-03-10 Cremorne, VIC 3121, Australia
LOGAN LIVESTOCK INSURANCE AGENCY PTY LTD 2004-01-08 Cremorne, NSW 2090, Australia
PILAT INVESTMENT PTY LTD 2003-12-08 Cremorne, NSW 2090, Australia

Competitor

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Postal Code 2090

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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.