CPA AUSTRALIA ADVICE PTY LTD


Address: Southbank, VIC 3006, Australia

CPA AUSTRALIA ADVICE PTY LTD (Licence# 000482657) 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 15, 2016.

Service Overview

Register Name AFS Licence
Licence Name CPA AUSTRALIA ADVICE PTY LTD
Licence Number 000482657
Licence ABN 21606084806
Issue Date 2016-04-15
Locality SOUTHBANK
State VIC
Postcode 3006
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;
    • general insurance 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;
      • standard margin lending facility; 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:
      • general insurance products; and
      • superannuation; and
    • 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;
      • general insurance 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001252356 CHRISTOPHER LEE WATERSON Current 2018-06-07
001252357 RICKY ANDREW HENERY Current 2018-06-07
001239552 JULIAN EDWIN STANLEY SELLINGS Current 2018-04-03
001239553 RUSSELL JAMES BOOTH Current 2018-04-03
001261971 INDIRA SUGALI BANDARA Current 2018-02-15
001260929 KEVIN LESLIE BROOMHALL Current 2017-12-29
001260930 TRANG THI THUY MORGAN Current 2017-12-29
001260790 KERRYN MAY GOODING Ceased 2017-12-19
000231930 TRICIA VALE Current 2017-11-22
001260012 BRENT ALEXANDER KIRCHNER Current 2017-11-21

Office Location

Locality SOUTHBANK
State VIC
Postcode 3006
Country Australia

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Service Name Issue Date Locality
LENDLEASE RETIREMENT LIVING HOLDING PTY LIMITED 2018-02-02 South Wharf, VIC 3006, Australia
AFFINITY ACCOUNTANTS PTY LTD 2016-08-24 Southbank, VIC 3006, Australia
A101 PTY. LTD. 2016-07-25 Southbank, VIC 3006, Australia
CHRISTINE HO & CO PTY. LTD. 2016-07-22 Southbank, VIC 3006, Australia
HOTEL PROPERTY INVESTMENTS LTD 2016-07-01 Southbank, VIC 3006, Australia
1ST ENERGY PTY LTD 2016-05-26 Southbank, VIC 3006, Australia
COMPLETE LATITUDE PTY LTD 2016-05-19 Southbank, VIC 3006, Australia
ARAM AUSTRALIA PTY LTD 2016-04-05 Southbank, VIC 3006, Australia
PPF ADVISORY PTY LTD 2015-12-16 South Wharf, VIC 3006, Australia
MG RESPONSIBLE ENTITY LIMITED 2015-05-28 Southbank, VIC 3006, Australia

Competitor

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Postal Code 3006

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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.