INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD

Address: Isaacs, ACT 2607, Australia

INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD (Licence# 000464629) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 10, 2014.

Service Overview

Register Name AFS Licence
Licence Name INDEPENDENT FINANCIAL ADVISERS AUSTRALIA PTY LTD
Licence Number 000464629
Licence ABN 61601365904
Issue Date 2014-12-10
Locality ISAACS
State ACT
Postcode 2607
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;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000310062 SEAN DWYER Current 2018-07-06
000310175 BERIVAN DUBIER Current 2018-07-06
000392176 AARON CROSTHWAITE Current 2018-07-05
000343581 CHRISTOPHER DENNIS YOUNG Current 2018-07-03
001258803 BROOK LOGAN Current 2018-07-03
001251721 DAVID HARPER Current 2018-07-02
001263041 PHILIP ALLEN HARVEY Current 2018-07-02
001234483 JANE MARIA CLARK Current 2018-06-29
001265549 KATIE WHIFFEN Current 2018-06-29
001253135 DANIEL MCGREGOR Current 2018-06-26

Office Location

Locality ISAACS
State ACT
Postcode 2607
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
DOLLARPLAN FINANCIAL GROUP PTY. LTD. 2003-10-13 Farrer, ACT 2607, Australia

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Competitor

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Postal Code 2607

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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.