RIMBAL INVESTMENT SERVICES PTY LTD


Address: Bendigo, VIC 3550, Australia

RIMBAL INVESTMENT SERVICES PTY LTD (Licence# 000472548) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 14, 2015.

Service Overview

Register Name AFS Licence
Licence Name RIMBAL INVESTMENT SERVICES PTY LTD
Licence Number 000472548
Licence ABN 73600166774
Issue Date 2015-05-14
Locality BENDIGO
State VIC
Postcode 3550
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice to 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;
    • 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;
      • 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:
    • issuing, applying for, acquiring, varying or disposing of a financial product to wholesale clients only in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
    • applying for, acquiring, varying or disposing of a financial product to retail and wholesale clients 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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities; and
        • superannuation

Financial advisers

Adviser Number Adviser Name Status Start Date
000254407 PETA BILLIE-DAWN RAFFERTY Current 2018-08-22
000229653 PAUL OVCHINNIKOFF Current 2018-07-06
000231534 CONSTANTINE SCORTIS Current 2018-07-06
000235795 MARGARET AYLAN TAN Current 2018-07-06
000236950 WILLIAM CHONG Current 2018-07-06
000237136 THEODORE GORDON HARRY ELLIS Current 2018-07-06
000238598 MICHAEL JOHN FOSTER Current 2018-07-06
000242170 FRANK KINGSLEY BENJAMIN Current 2018-07-06
000242560 LAWRENCE REGINALD SAWYER Current 2018-07-06
000243608 MICK STEFFAN Current 2018-07-06

Office Location

Locality BENDIGO
State VIC
Postcode 3550
Country Australia

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Competitor

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Postal Code 3550

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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.