PENINSULA FINANCIAL CONSULTING PTY LTD


Address: Dee Why, NSW 2099, Australia

PENINSULA FINANCIAL CONSULTING PTY LTD (Licence# 000484851) 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 4, 2016.

Service Overview

Register Name AFS Licence
Licence Name PENINSULA FINANCIAL CONSULTING PTY LTD
Licence Number 000484851
Licence ACN 610492781
Issue Date 2016-05-04
Locality DEE WHY
State NSW
Postcode 2099
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.

Office Location

Locality DEE WHY
State NSW
Postcode 2099
Country Australia

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Financial services with the same locality

Service Name Issue Date Locality
C2 FINANCIAL SERVICES PTY LTD 2018-05-04 Dee Why, NSW 2099, Australia
SINGH, RAJENDER 2017-04-18 Dee Why, NSW 2099, Australia
CHRYSALIS LIFESTYLE PLANNING PTY LTD 2008-02-26 Dee Why, NSW 2099, Australia

Competitor

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Postal Code 2099

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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.