GILLESPIE FINANCE DIRECTIONS PTY LTD

Address: Phillip, ACT 2606, Australia

GILLESPIE FINANCE DIRECTIONS PTY LTD (Licence# 000478547) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 11, 2015.

Service Overview

Register Name AFS Licence
Licence Name GILLESPIE FINANCE DIRECTIONS PTY LTD
Licence Number 000478547
Licence ABN 40122284888
Issue Date 2015-09-11
Locality PHILLIP
State ACT
Postcode 2606
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;
    • 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 limited to:
      • 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;
      • 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 limited to:
        • 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
000468893 RAYMOND CHARLES O'TOOLE Current 2018-01-03
000237615 JOHN HUGO GILLESPIE Current 2015-12-01
000404971 JULIE ANNE PETERS Current 2015-12-01
000464725 STUART JOHN HOWARD Current 2015-12-01

Office Location

Locality PHILLIP
State ACT
Postcode 2606
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CORPORATE ACCOUNTING SOLUTIONS PTY LTD 2015-12-09 Phillip, ACT 2606, Australia

Financial services with the same locality

Service Name Issue Date Locality
CORPORATE ACCOUNTING SOLUTIONS PTY LTD 2015-12-09 Phillip, ACT 2606, Australia

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Competitor

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Postal Code 2606

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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.