PPF ADVISORY PTY LTD


Address: South Wharf, VIC 3006, Australia

PPF ADVISORY PTY LTD (Licence# 000470793) 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 16, 2015.

Service Overview

Register Name AFS Licence
Licence Name PPF ADVISORY PTY LTD
Licence Number 000470793
Licence ABN 25602021394
Issue Date 2015-12-16
Locality SOUTH WHARF
State VIC
Postcode 3006
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;
    • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
      • management or mitigation of the financial consequences of particular circumstances happening; or
      • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
      • foreign exchange contracts restricted to foreign exchange contracts utilised for the management of financial risk (hedging) which only have the purposes of:
      • management or mitigation of the financial consequences of particular circumstances happening; or
      • avoiding or limiting the financial consequences of fluctuations in the rate of exchange of foreign currency;
      • general insurance products;
      • 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;
      • deposit products other than basic deposit products;
      • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
        • foreign exchange contracts restricted to foreign exchange contracts utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations in the rate of exchange of foreign currency;
        • general insurance products;
        • 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
001258027 GABRIEL FERLA Current 2017-09-01
000230281 PAUL PETER FERLA Current 2016-01-21
000252549 EUGENIO FERLA Current 2016-01-21

Office Location

Locality SOUTH WHARF
State VIC
Postcode 3006
Country Australia

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CHRISTINE HO & CO PTY. LTD. 2016-07-22 Southbank, VIC 3006, Australia
HOTEL PROPERTY INVESTMENTS LTD 2016-07-01 Southbank, VIC 3006, Australia
1ST ENERGY PTY LTD 2016-05-26 Southbank, VIC 3006, Australia
COMPLETE LATITUDE PTY LTD 2016-05-19 Southbank, VIC 3006, Australia
CPA AUSTRALIA ADVICE PTY LTD 2016-04-15 Southbank, VIC 3006, Australia
ARAM AUSTRALIA PTY LTD 2016-04-05 Southbank, VIC 3006, Australia
MG RESPONSIBLE ENTITY LIMITED 2015-05-28 Southbank, VIC 3006, Australia

Competitor

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Postal Code 3006

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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.