TAILORMADE FINANCIAL STRATEGIES PTY LTD

Address: Stirling, WA 6021, Australia

TAILORMADE FINANCIAL STRATEGIES PTY LTD (Licence# 000464688) 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 31, 2014.

Service Overview

Register Name AFS Licence
Licence Name TAILORMADE FINANCIAL STRATEGIES PTY LTD
Licence Number 000464688
Licence ABN 45128332749
Issue Date 2014-10-31
Locality STIRLING
State WA
Postcode 6021
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;
    • 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:
    • 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;
      • 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
000225780 CHRISTOPHE JOHN RULE Current 2015-04-01

Office Location

Locality STIRLING
State WA
Postcode 6021
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ATHANS & TAYLOR PTY LTD 2016-09-06 Balcatta, WA 6021, Australia
WATSON FINANCIAL PTY LTD 2011-06-06 Balcatta, WA 6021, Australia
ORACLE GROUP (AUSTRALIA) PTY LTD 2010-09-29 Balcatta, WA 6021, Australia
ROYALTY FINANCIAL SERVICES PTY LTD 2010-08-27 Stirling, WA 6021, Australia
SAFEGUARD INSURANCE SOLUTIONS PTY LTD 2006-08-01 Balcatta, WA 6021, Australia
SPARAXIS PTY. LTD. 2004-03-10 Balcatta, WA 6021, Australia
AUSTRAL INSURANCE BROKERS PTY LTD 2004-03-01 Stirling, WA 6021, Australia
CHALICE NOMINEES PTY. LTD. 2003-12-15 Stirling, WA 6021, Australia

Financial services with the same locality

Service Name Issue Date Locality
DUXTON CAPITAL (AUSTRALIA) PTY LTD 2014-02-20 Stirling, SA 5152, Australia
ROYALTY FINANCIAL SERVICES PTY LTD 2010-08-27 Stirling, WA 6021, Australia
AUSTRAL INSURANCE BROKERS PTY LTD 2004-03-01 Stirling, WA 6021, Australia
CHALICE NOMINEES PTY. LTD. 2003-12-15 Stirling, WA 6021, Australia

Competitor

Search similar business entities

Postal Code 6021

Improve Information

Please comment or provide details below to improve the information on .

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.