FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD


Address: Griffith, NSW 2680, Australia

FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD (Licence# 000470717) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 23, 2015.

Service Overview

Register Name AFS Licence
Licence Name FINANCIAL AND SUPERANNUATION ADVISORY SERVICES PTY LTD
Licence Number 000470717
Licence ABN 52167361837
Issue Date 2015-03-23
Locality GRIFFITH
State NSW
Postcode 2680
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;
    • general insurance 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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001245379 SIMON DICKIE Current 2016-06-30
001249580 MARK FARRONATO Current 2016-06-30
001249588 ROY LUCIANO SPAGNOLO Current 2016-06-30
001249590 LEONIE JOLLY Current 2016-06-30

Office Location

Locality GRIFFITH
State NSW
Postcode 2680
Country Australia

Financial services with the same postcode

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
URQUHART SEXTON FINANCIAL PLANNING PTY LTD 2006-08-09 Griffith, NSW 2680, Australia
ANDERSON'S INVESTMENT SERVICES PTY LTD 2003-12-18 Griffith, NSW 2680, 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
JGS PRIVATE CAPITAL PTY LTD 2015-03-04 Griffith, ACT 2603, Australia
CUSTODIAN FINANCIAL GROUP PTY LTD 2014-11-05 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 2680

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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.