THE LUNAR GROUP PTY LIMITED


Address: North Sydney, NSW 2060, Australia

THE LUNAR GROUP PTY LIMITED (Licence# 000470948) 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 27, 2015.

Service Overview

Register Name AFS Licence
Licence Name THE LUNAR GROUP PTY LIMITED
Licence Number 000470948
Licence ABN 27159030869
Issue Date 2015-03-27
Locality NORTH SYDNEY
State NSW
Postcode 2060
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;
      • interests in managed investment schemes limited to:
      • MDA services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; 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;
        • interests in managed investment schemes limited to:
        • MDA services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001263661 STEPHEN ALEXANDER WILSON Current 2018-05-01
001249702 KIRSTEN LEE LYNN Current 2018-03-08
000279119 CHRISTOPHER JOHN KING Ceased 2016-08-19
001245575 JAMES EUGENE DIEGELMAN Current 2016-07-25
001245570 TAHN GRAHAM SHARPE Ceased 2016-07-25
000463835 JORDAN LUKE RYAN Current 2016-02-24
000350757 MARICRIS ABELLAR Current 2016-02-03
001238995 LIN GAO Current 2016-02-03
000300666 BARNABAS MONAGHAN Current 2016-02-01
000268808 IAN MICHAEL MACRITCHIE Ceased 2015-12-07

Office Location

Locality NORTH SYDNEY
State NSW
Postcode 2060
Country Australia

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ALPHAXO RISK PARTNERS PTY LIMITED 2017-06-05 North Sydney, NSW 2060, Australia
REEDY CAPITAL PTY LTD 2017-05-02 North Sydney, NSW 2060, Australia
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VISION PLANNING & FINANCE (AUST) PTY LTD 2017-03-29 North Sydney, NSW 2060, Australia
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Competitor

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Postal Code 2060

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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.