ROSE PARTNERS CORPORATE ADVISORY PTY LTD


Address: South Melbourne, VIC 3205, Australia

ROSE PARTNERS CORPORATE ADVISORY PTY LTD (Licence# 000463393) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 7, 2014.

Service Overview

Register Name AFS Licence
Licence Name ROSE PARTNERS CORPORATE ADVISORY PTY LTD
Licence Number 000463393
Licence ABN 63107155742
Issue Date 2014-10-07
Locality SOUTH MELBOURNE
State VIC
Postcode 3205
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;
    • 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
001249427 MICHAEL ROBERT SOJKA Current 2016-11-01
001000893 GLEN ORFANIDIS Current 2014-10-08

Office Location

Locality SOUTH MELBOURNE
State VIC
Postcode 3205
Country Australia

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AUSTRALIAN UNITY INVESTMENT REAL ESTATE LIMITED 2015-09-09 South Melbourne, VIC 3205, Australia
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Competitor

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Postal Code 3205

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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.