FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD


Address: North Melbourne, VIC 3051, Australia

FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD (Licence# 000484855) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 16, 2016.

Service Overview

Register Name AFS Licence
Licence Name FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD
Licence Number 000484855
Licence ABN 58125149939
Issue Date 2016-06-16
Locality NORTH MELBOURNE
State VIC
Postcode 3051
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
001264785 DAVID SOO LIN TAN Current 2018-05-18

Office Location

Locality NORTH MELBOURNE
State VIC
Postcode 3051
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
FREEDOM WEALTH SERVICES PTY. LTD. 2017-11-30 North Melbourne, VIC 3051, Australia
DRAPAC ADVISORY LIMITED 2013-02-28 North Melbourne, VIC 3051, Australia
APS SAVINGS LIMITED 2011-08-22 North Melbourne, VIC 3051, Australia
BELL PARTNERSHIP FP PTY LTD 2005-08-18 North Melbourne, VIC 3051, Australia
BLAKE INDUSTRY AND MARKET ANALYSIS PTY LTD 2004-03-02 North Melbourne, VIC 3051, Australia
LITHUANIAN CO-OPERATIVE CREDIT SOCIETY "TALKA" LIMITED 2004-02-23 North Melbourne, VIC 3051, Australia
APS BENEFITS GROUP LTD 2004-02-20 North Melbourne, VIC 3051, Australia
ADANSONIA PTY. LTD. 2003-10-10 North Melbourne, VIC 3051, Australia
FIRST SUPER PTY LIMITED 2002-12-12 North Melbourne, VIC 3051, Australia

Financial services with the same locality

Service Name Issue Date Locality
FREEDOM WEALTH SERVICES PTY. LTD. 2017-11-30 North Melbourne, VIC 3051, Australia
DRAPAC ADVISORY LIMITED 2013-02-28 North Melbourne, VIC 3051, Australia
APS SAVINGS LIMITED 2011-08-22 North Melbourne, VIC 3051, Australia
BELL PARTNERSHIP FP PTY LTD 2005-08-18 North Melbourne, VIC 3051, Australia
BLAKE INDUSTRY AND MARKET ANALYSIS PTY LTD 2004-03-02 North Melbourne, VIC 3051, Australia
LITHUANIAN CO-OPERATIVE CREDIT SOCIETY "TALKA" LIMITED 2004-02-23 North Melbourne, VIC 3051, Australia
APS BENEFITS GROUP LTD 2004-02-20 North Melbourne, VIC 3051, Australia
ADANSONIA PTY. LTD. 2003-10-10 North Melbourne, VIC 3051, Australia
FIRST SUPER PTY LIMITED 2002-12-12 North Melbourne, VIC 3051, Australia

Competitor

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Postal Code 3051

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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.