CUSTODIAN FINANCIAL GROUP PTY LTD


Address: Griffith, ACT 2603, Australia

CUSTODIAN FINANCIAL GROUP PTY LTD (Licence# 000465524) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 5, 2014.

Service Overview

Register Name AFS Licence
Licence Name CUSTODIAN FINANCIAL GROUP PTY LTD
Licence Number 000465524
Licence ABN 92139279306
Issue Date 2014-11-05
Locality GRIFFITH
State ACT
Postcode 2603
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; 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;
        • securities; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000342408 DAVID MARK COX Current 2014-11-06
000443666 JASON ALLENBY RANCE Current 2014-11-06
000263928 HELEN ELLIOT Ceased 2014-11-06

Office Location

Locality GRIFFITH
State ACT
Postcode 2603
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ARGUS PROPERTY INVESTMENTS PTY LTD 2015-09-25 Griffith, ACT 2603, Australia
JGS PRIVATE CAPITAL PTY LTD 2015-03-04 Griffith, ACT 2603, Australia
CHAPEAU PTY LTD AND FIRST CHOICE FINANCIAL SERVICES GROUP PTY LTD 2004-03-10 Griffith, ACT 2603, Australia

Financial services with the same locality

Service Name Issue Date Locality
LATEVO UNDERWRITING AGENCY PTY LIMITED 2018-02-27 Griffith, NSW 2680, Australia
PILLONI, NEIL JOSEPH 2017-03-07 Griffith, NSW 2680, Australia
ARGUS PROPERTY INVESTMENTS PTY LTD 2015-09-25 Griffith, ACT 2603, Australia
FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD 2015-03-23 Griffith, NSW 2680, Australia
JGS PRIVATE CAPITAL PTY LTD 2015-03-04 Griffith, ACT 2603, Australia
URQUHART SEXTON FINANCIAL PLANNING PTY LTD 2006-08-09 Griffith, NSW 2680, Australia
CHAPEAU PTY LTD AND FIRST CHOICE FINANCIAL SERVICES GROUP PTY LTD 2004-03-10 Griffith, ACT 2603, Australia
ANDERSON'S INVESTMENT SERVICES PTY LTD 2003-12-18 Griffith, NSW 2680, Australia

Competitor

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Postal Code 2603

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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.