AUSTRALIAN FIDUCIARIES LIMITED

Address: Stretton, QLD 4116, Australia

AUSTRALIAN FIDUCIARIES LIMITED (Licence# 000465658) 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 22, 2014.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIAN FIDUCIARIES LIMITED
Licence Number 000465658
Licence ABN 22601228844
Issue Date 2014-12-22
Locality STRETTON
State QLD
Postcode 4116
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice to both retail and wholesale clients for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • derivatives;
    • foreign exchange contracts;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes excluding investor directed portfolio services;
    • securities; and
    • superannuation;
  • provide financial product advice to wholesale clients only for the following classes of financial products:
    • standard margin lending facility;
  • deal in a financial product for both retail and wholesale clients by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives;
      • foreign exchange contracts;
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
      • securities;
    • 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;
      • derivatives;
      • foreign exchange contracts;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes excluding investor directed portfolio services;
      • securities;
      • standard margin lending facility; and
      • superannuation;
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) for both retail and wholesale clients in its capacity as responsible entity:
    • "Rushton Global Market Neutral Fund" scheme (ARSN: 603 285 801),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
  • provide the following custodial or depository services for both retail and wholesale clients:
    operate custodial or depository services other than investor directed portfolio services.

    Financial advisers

    Adviser Number Adviser Name Status Start Date
    001006943 LEE RUSHTON Current 2014-12-22
    001006945 GLENN RUSHTON Current 2014-12-22

    Office Location

    Locality STRETTON
    State QLD
    Postcode 4116
    Country Australia

    Financial services with the same postcode

    Service Name Issue Date Locality
    H J ACCOUNTING PTY LTD 2017-03-21 Calamvale, QLD 4116, Australia
    RUSHTON CAPITAL MANAGEMENT PTY LTD 2009-12-14 Stretton, QLD 4116, Australia

    Financial services with the same locality

    Service Name Issue Date Locality
    RUSHTON CAPITAL MANAGEMENT PTY LTD 2009-12-14 Stretton, QLD 4116, Australia

    Financial services with the same country

    Service Name Issue Date Locality
    BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
    CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
    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

    Search similar business entities

    Postal Code 4116

    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.