EQUIPSUPER FINANCIAL PLANNING PTY LTD


Address: Melbourne, VIC 3000, Australia

EQUIPSUPER FINANCIAL PLANNING PTY LTD (Licence# 000455010) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 6, 2014.

Service Overview

Register Name AFS Licence
Licence Name EQUIPSUPER FINANCIAL PLANNING PTY LTD
Licence Number 000455010
Licence ABN 84124491078
Issue Date 2014-05-06
Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice to retail and wholesale clients 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;
      • standard margin lending facility;
      • superannuation; and
      • provide financial product advice to wholesale clients for the following classes of financial products:
    • derivatives;
    • foreign exchange contracts; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products to wholesale clients:
      • derivatives; and
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products to retail and wholesale clients:
      • 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;
        • standard margin lending facility;
        • superannuation; and
        • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products to wholesale clients:
      • derivatives;
foreign exchange contracts;

Financial advisers

Adviser Number Adviser Name Status Start Date
001264281 GRANT EDWARD CURRIE Current 2018-05-23
001264321 SUGUL RASAKULASINGAM Current 2018-05-23
001264348 NICHOLAS VAMVAKAS Current 2018-05-23
001262531 ADAM PASCOE Current 2017-12-12
001264321 SUGUL RASAKULASINGAM Ceased 2017-05-20
001264281 GRANT EDWARD CURRIE Ceased 2017-05-20
001264348 NICHOLAS VAMVAKAS Ceased 2017-05-20
001006089 CARA SLOSHBERG Current 2017-03-08
001252932 LARA SHEARMAN Current 2017-03-08
001262540 STEVEN BAKER Current 2017-01-29

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

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Competitor

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Postal Code 3000

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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.