UP 2 DATE SUPERANNUATION PTY. LTD.


Address: East Perth, WA 6004, Australia

UP 2 DATE SUPERANNUATION PTY. LTD. (Licence# 000482468) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 10, 2016.

Service Overview

Register Name AFS Licence
Licence Name UP 2 DATE SUPERANNUATION PTY. LTD.
Licence Number 000482468
Licence ABN 59602727953
Issue Date 2016-05-10
Locality EAST PERTH
State WA
Postcode 6004
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:
    • 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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001250523 JODY CAROLINE NICHOLS Current 2016-12-09
001250525 ERNEST PAINTER Current 2016-12-09

Office Location

Locality EAST PERTH
State WA
Postcode 6004
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CAPITALQ SMSF SPECIALISTS PTY LTD 2017-02-20 East Perth, WA 6004, Australia
WESTCOURT PTY LTD 2016-05-06 East Perth, WA 6004, Australia
PURE STRATEGY PTY LTD 2011-05-18 East Perth, WA 6004, Australia
KNR INVESTMENTS PTY LTD 2010-07-30 East Perth, WA 6004, Australia
QUESTUS FUNDS MANAGEMENT LTD 2005-10-20 East Perth, WA 6004, Australia
TROTSYND PTY LTD 2004-04-27 East Perth, WA 6004, Australia
KSLCORP PTY LTD 2004-02-01 East Perth, WA 6004, Australia
SELF FUNDED RETIREMENT PLANNERS PTY LTD 2003-07-01 East Perth, WA 6004, Australia
QUESTUS CAPITAL SOLUTIONS LIMITED 2003-06-06 East Perth, WA 6004, Australia

Financial services with the same locality

Service Name Issue Date Locality
CAPITALQ SMSF SPECIALISTS PTY LTD 2017-02-20 East Perth, WA 6004, Australia
WESTCOURT PTY LTD 2016-05-06 East Perth, WA 6004, Australia
PURE STRATEGY PTY LTD 2011-05-18 East Perth, WA 6004, Australia
KNR INVESTMENTS PTY LTD 2010-07-30 East Perth, WA 6004, Australia
QUESTUS FUNDS MANAGEMENT LTD 2005-10-20 East Perth, WA 6004, Australia
TROTSYND PTY LTD 2004-04-27 East Perth, WA 6004, Australia
KSLCORP PTY LTD 2004-02-01 East Perth, WA 6004, Australia
SELF FUNDED RETIREMENT PLANNERS PTY LTD 2003-07-01 East Perth, WA 6004, Australia
QUESTUS CAPITAL SOLUTIONS LIMITED 2003-06-06 East Perth, WA 6004, Australia

Competitor

Search similar business entities

Postal Code 6004

Improve Information

Please comment or provide details below to improve the information on .

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.