YOUR FINANCIAL ADVISOR PTY. LTD.


Address: Surfers Paradise, QLD 4217, Australia

YOUR FINANCIAL ADVISOR PTY. LTD. (Licence# 000481565) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 22, 2016.

Service Overview

Register Name AFS Licence
Licence Name YOUR FINANCIAL ADVISOR PTY. LTD.
Licence Number 000481565
Licence ABN 59608700456
Issue Date 2016-01-22
Locality SURFERS PARADISE
State QLD
Postcode 4217
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001247909 DANIEL ERIC FULLER Ceased 2016-09-12
001246177 NATHANIEL JOHN WEBB Ceased 2016-08-05
001242786 DANIEL WILLIAM PHILBEN Current 2016-06-06
001239491 JASON CARLEY ZINNER Current 2016-02-22
000400619 GARETH JAMES CROY Current 2016-02-02
000402955 LISA MAREE CROY Current 2016-02-02
000470934 RIORDAN WILLIAM BUTLER Ceased 2016-02-01

Office Location

Locality SURFERS PARADISE
State QLD
Postcode 4217
Country Australia

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Competitor

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Postal Code 4217

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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.