D P LOEWY & CO PTY LTD & DAVID GLASS PTY LTD & MARK LINDSAY PTY LTD & ROMAN GARBUZ PTY LTD & ANTHONY


Address: Darling Point, NSW 2027, Australia

D P LOEWY & CO PTY LTD & DAVID GLASS PTY LTD & MARK LINDSAY PTY LTD & ROMAN GARBUZ PTY LTD & ANTHONY (Licence# 000484303) 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 26, 2016.

Service Overview

Register Name AFS Licence
Licence Name D P LOEWY & CO PTY LTD & DAVID GLASS PTY LTD & MARK LINDSAY PTY LTD & ROMAN GARBUZ PTY LTD & ANTHONY
Licence Number 000484303
Licence ABN 27543807977
Issue Date 2016-05-26
Locality DARLING POINT
State NSW
Postcode 2027
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 and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001249119 ROMAN GARBUZ Current 2016-10-01
001249120 MARK LINDSAY Current 2016-10-01

Office Location

Locality DARLING POINT
State NSW
Postcode 2027
Country Australia

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ARROW SECURITIES GROUP PTY LTD 2014-02-21 Edgecliff, NSW 2027, Australia
HABEN PROPERTY FUND PTY LTD 2010-01-08 Edgecliff, NSW 2027, Australia
AUSTRALIAN FUND MONITORS PTY LTD 2008-08-14 Edgecliff, NSW 2027, Australia
CATALYST CAPITAL MANAGEMENT PTY LIMITED 2006-06-29 Darling Point, NSW 2027, Australia
CARRINGTON FUNDS MANAGEMENT PTY LIMITED 2004-03-30 Edgecliff, NSW 2027, Australia
SUPER GROUP HOLDINGS PTY LTD 2004-03-10 Edgecliff, NSW 2027, Australia
EQUITY MANAGEMENT PTY LTD 2004-02-01 Edgecliff, NSW 2027, Australia

Competitor

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Postal Code 2027

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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.