AUSTRALIAN ADVICE NETWORK PTY LTD


Address: Robina, QLD 4226, Australia

AUSTRALIAN ADVICE NETWORK PTY LTD (Licence# 000472901) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 20, 2015.

Service Overview

Register Name AFS Licence
Licence Name AUSTRALIAN ADVICE NETWORK PTY LTD
Licence Number 000472901
Licence ABN 13602917297
Issue Date 2015-04-20
Locality ROBINA
State QLD
Postcode 4226
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;
      • 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;
        • 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
000402948 PAUL STUART SHANNON FORBES Current 2017-12-18
000245254 TROY ANTHONY THEOBALD Current 2017-12-15
000245278 MARC BRANDON VENTER Current 2017-12-15
000245293 BRADLEY JASON WALL Current 2017-12-15
000298366 NATALIE DAWN GOODALL Current 2017-12-15
000329523 DARKO ZIGIC Current 2017-12-15
000342586 HUGH STAFFORD ROBERTSON Current 2017-12-15
000469810 DAVID JON BARNETT Current 2017-12-15
000243344 JENNA WHEELER Current 2017-12-13
000260807 COURTNEAY SMITH Current 2017-12-13

Office Location

Locality ROBINA
State QLD
Postcode 4226
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
INDEPENDENT WEALTH MANAGEMENT PTY LTD 2017-04-07 Robina, QLD 4226, Australia
M & M GROUP SUPERANNUATION PTY LTD 2017-02-20 Robina, QLD 4226, Australia
SB PARTNERS PTY LTD 2016-11-29 Clear Island Waters, QLD 4226, Australia
WMS SMSF SERVICES PTY LTD 2016-03-24 Robina, QLD 4226, Australia
AUSTRALIAN AFFORDABLE HOUSING SECURITIES LIMITED 2015-10-01 Robina, QLD 4226, Australia
ACN 143 933 644 PTY LTD 2012-10-22 Robina, QLD 4226, Australia
WMS CORPORATE SERVICES PTY LTD 2012-08-22 Robina, QLD 4226, Australia
MAVEN CAPITAL PTY LTD 2012-05-11 Robina, QLD 4226, Australia
GAMMA WEALTH GROUP PTY LTD 2009-03-06 Robina, QLD 4226, Australia
GUARDIAN SECURITIES LIMITED 2004-07-29 Robina, QLD 4226, Australia

Competitor

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Postal Code 4226

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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.