YES ACCOUNTING PTY. LTD.

Address: Randwick, NSW 2031, Australia

YES ACCOUNTING PTY. LTD. (Licence# 000484919) 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 22, 2016.

Service Overview

Register Name AFS Licence
Licence Name YES ACCOUNTING PTY. LTD.
Licence Number 000484919
Licence ABN 82109911453
Issue Date 2016-04-22
Locality RANDWICK
State NSW
Postcode 2031
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;
    • 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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001256962 BAK JOEL Current 2016-04-22

Office Location

Locality RANDWICK
State NSW
Postcode 2031
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
GOBSMACKED LOYALTY PTY LTD 2013-12-16 Clovelly, NSW 2031, Australia
GATEWAY FINANCIAL MARKETING PTY LTD 2013-01-18 Randwick, NSW 2031, Australia
J.B. NORTH & CO PTY LTD 2012-07-06 Randwick, NSW 2031, Australia
CHRISTIE, LACHLAN JAMES 2008-10-06 Randwick, NSW 2031, Australia
PONSFORD, DEREK MICHAEL 2006-06-30 Randwick, NSW 2031, Australia
DENNIS FOSTER INSURANCE BROKERS PTY. LIMITED 2003-09-17 Randwick, NSW 2031, Australia

Financial services with the same locality

Service Name Issue Date Locality
GATEWAY FINANCIAL MARKETING PTY LTD 2013-01-18 Randwick, NSW 2031, Australia
J.B. NORTH & CO PTY LTD 2012-07-06 Randwick, NSW 2031, Australia
CHRISTIE, LACHLAN JAMES 2008-10-06 Randwick, NSW 2031, Australia
PONSFORD, DEREK MICHAEL 2006-06-30 Randwick, NSW 2031, Australia
DENNIS FOSTER INSURANCE BROKERS PTY. LIMITED 2003-09-17 Randwick, NSW 2031, Australia

Competitor

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Postal Code 2031

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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.