PRIME PARTNERS FINANCIAL ADVICE PTY LTD

Address: Gladesville, NSW 2111, Australia

PRIME PARTNERS FINANCIAL ADVICE PTY LTD (Licence# 000458993) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 17, 2014.

Service Overview

Register Name AFS Licence
Licence Name PRIME PARTNERS FINANCIAL ADVICE PTY LTD
Licence Number 000458993
Licence ABN 50158705358
Issue Date 2014-07-17
Locality GLADESVILLE
State NSW
Postcode 2111
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;
      • securities;
      • standard margin lending facility; 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;
      • 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;
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000244807 GREGORY ROSS DUNSTAN Current 2014-09-20
000245044 STEVEN JAMES MCCOSKER Current 2014-09-20
000307325 JOHANNES HENDRICUS STOEL Current 2014-09-20
000318361 PAUL WILLIAM SAVILLE Current 2014-09-20

Office Location

Locality GLADESVILLE
State NSW
Postcode 2111
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
PRIME PARTNERS PTY LIMITED 2017-02-20 Gladesville, NSW 2111, Australia
RAYNER, FRANK CLIFFORD 2016-06-22 Gladesville, NSW 2111, Australia
RDC FINANCIAL SERVICES PTY LTD 2016-06-15 Gladesville, NSW 2111, Australia
STEWARDS AFSL PTY LTD 2014-02-11 Gladesville, NSW 2111, Australia

Financial services with the same locality

Service Name Issue Date Locality
PRIME PARTNERS PTY LIMITED 2017-02-20 Gladesville, NSW 2111, Australia
RAYNER, FRANK CLIFFORD 2016-06-22 Gladesville, NSW 2111, Australia
RDC FINANCIAL SERVICES PTY LTD 2016-06-15 Gladesville, NSW 2111, Australia
STEWARDS AFSL PTY LTD 2014-02-11 Gladesville, NSW 2111, Australia

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SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
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
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 2111

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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.