OREANA FINANCIAL SERVICES PTY LTD


Address: Melbourne, VIC 3004, Australia

OREANA FINANCIAL SERVICES PTY LTD (Licence# 000482234) 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 1, 2016.

Service Overview

Register Name AFS Licence
Licence Name OREANA FINANCIAL SERVICES PTY LTD
Licence Number 000482234
Licence ABN 91607515122
Issue Date 2016-04-01
Locality MELBOURNE
State VIC
Postcode 3004
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;
    • derivatives;
    • foreign exchange contracts;
    • 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;
  • 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;
      • foreign exchange contracts; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only;
    • 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;
      • foreign exchange contracts;
      • 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
    • underwriting:
      • interests in managed investment schemes; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to retail and wholesale clients.

      Financial advisers

      Adviser Number Adviser Name Status Start Date
      000463024 VIVIANE PARSONS Current 2018-08-17
      001007829 CHEYENNE ROELANDTS Current 2018-08-17
      000241821 ADRIAN JOSEPH VIDOTTO Current 2018-04-06
      000241941 PETER ROBERT WILSON Current 2018-04-06
      000312355 TRISTAN PAUL LLOYD Current 2018-04-06
      000406274 SHARON TAN Current 2018-04-06
      001261227 MATTHEW RICHARD JONES Current 2018-01-16
      000353501 JOHNNY LY Ceased 2017-01-09
      001250158 WING YI VIVIAN YUEN Ceased 2016-12-01
      001236749 LIWATI FU Current 2016-09-12

      Office Location

      Locality MELBOURNE
      State VIC
      Postcode 3004
      Country Australia

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      ANC WEALTH PTY LTD 2017-06-13 Melbourne, VIC 3004, Australia
      BOUTIQUE WEALTH AUSTRALIA PTY. LTD. 2017-05-01 Melbourne, VIC 3004, Australia
      SUPERFUND WORKS PTY. LTD. 2017-04-05 Melbourne, VIC 3004, Australia
      ID FUNDS MANAGEMENT LIMITED 2017-03-29 Melbourne, VIC 3004, Australia
      STERLING PRIVATE PTY LTD 2017-03-16 Melbourne, VIC 3004, Australia
      DIXON AND DOSHI FINANCIAL SERVICES PTY LTD 2016-09-27 Melbourne, VIC 3004, Australia
      TOWNSEND COBAIN PTY LTD 2016-09-15 Melbourne, VIC 3004, Australia
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      Competitor

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      Postal Code 3004

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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.