AFFLUENCE FUNDS MANAGEMENT LIMITED


Address: Brisbane, QLD 4000, Australia

AFFLUENCE FUNDS MANAGEMENT LIMITED (Licence# 000475940) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 14, 2015.

Service Overview

Register Name AFS Licence
Licence Name AFFLUENCE FUNDS MANAGEMENT LIMITED
Licence Number 000475940
Licence ABN 68604406297
Issue Date 2015-08-14
Locality BRISBANE
State QLD
Postcode 4000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice for the following classes of financial products:
    • interests in managed investment schemes excluding investor directed portfolio services; and
    • securities;
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
    • 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;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities;
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "Affluence Investment Fund" scheme (ARSN: 617 680 654),
    • a scheme which only holds the following types of property:
      • financial assets; and
      • provide the following custodial or depository services:
  • operate custodial or depository services other than investor directed portfolio services;
    to retail and wholesale clients.

    Office Location

    Locality BRISBANE
    State QLD
    Postcode 4000
    Country Australia

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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.