XPERION PTY LTD


Address: Toowong, QLD 4066, Australia

XPERION PTY LTD (Licence# 000484846) 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 XPERION PTY LTD
Licence Number 000484846
Licence ABN 19108552816
Issue Date 2016-05-10
Locality TOOWONG
State QLD
Postcode 4066
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:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; 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:
      • 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
001243312 ROBERT BRUCE KING Current 2016-06-22
001242673 PETRA KING Current 2016-05-10

Office Location

Locality TOOWONG
State QLD
Postcode 4066
Country Australia

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BILLINGTONS ACCOUNTING PTY. LTD. 2016-05-19 Toowong, QLD 4066, Australia
COMPARE THE MARKET PTY LTD 2012-08-30 Toowong, QLD 4066, Australia
AIW DEALER SERVICES PTY LTD 2012-02-02 Toowong, QLD 4066, Australia
BETA INVESTING PTY LTD 2011-05-30 Auchenflower, QLD 4066, Australia
C & M INSURANCE PTY LTD 2009-03-27 Toowong, QLD 4066, Australia
INDUE LTD 2008-03-12 Toowong, QLD 4066, Australia
ARMSTRONG CORPORATE CAPITAL LIMITED 2008-02-01 Toowong, QLD 4066, Australia
ISG FINANCIAL SERVICES LIMITED 2006-06-07 Toowong, QLD 4066, Australia

Competitor

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Postal Code 4066

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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.