BASILE & BASILE PTY. LTD.


Address: Helensvale, QLD 4212, Australia

BASILE & BASILE PTY. LTD. (Licence# 000477506) 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 3, 2015.

Service Overview

Register Name AFS Licence
Licence Name BASILE & BASILE PTY. LTD.
Licence Number 000477506
Licence ABN 49007046148
Issue Date 2015-08-03
Locality HELENSVALE
State QLD
Postcode 4212
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:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; and
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001264940 SHANE BASILE Current 2018-06-12

Office Location

Locality HELENSVALE
State QLD
Postcode 4212
Country Australia

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MAX ACCOUNTANTS PTY LTD 2016-05-10 Helensvale, QLD 4212, Australia
EXCLUSIVELY SUPER PTY LTD 2010-07-08 Hope Island, QLD 4212, Australia
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Financial services with the same locality

Service Name Issue Date Locality
TJN HOLDINGS (QLD) PTY LTD 2016-05-11 Helensvale, QLD 4212, Australia
MAX ACCOUNTANTS PTY LTD 2016-05-10 Helensvale, QLD 4212, Australia

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BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
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FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 4212

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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.