BROOKSIDE ACCOUNTANTS PTY LTD


Address: Willoughby, NSW 2068, Australia

BROOKSIDE ACCOUNTANTS PTY LTD (Licence# 000485237) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 20, 2016.

Service Overview

Register Name AFS Licence
Licence Name BROOKSIDE ACCOUNTANTS PTY LTD
Licence Number 000485237
Licence ABN 45169856697
Issue Date 2016-07-20
Locality WILLOUGHBY
State NSW
Postcode 2068
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
001246690 JENNIFER LYNN Current 2017-06-30

Office Location

Locality WILLOUGHBY
State NSW
Postcode 2068
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
DAINTREE CAPITAL MANAGEMENT PTY LTD 2016-09-09 Willoughby North, NSW 2068, Australia
H2 VENTURES PTY LTD 2015-11-25 Castlecrag, NSW 2068, Australia
OPEN RESOLVE FUNDS MANAGEMENT PTY LIMITED 2015-08-31 Willoughby, NSW 2068, Australia
BULL & BEAR FINANCIAL STRATEGIES PTY LTD 2012-05-08 Willoughby, NSW 2068, Australia
HYECORP PROPERTY FUNDS MANAGEMENT LTD 2010-01-22 Willoughby, NSW 2068, Australia
AUSTINSURANCE BROKING GROUP PTY LTD 2004-02-09 Willoughby North, NSW 2068, Australia
PROPERTY FUNDS MANAGEMENT SERVICES PTY LTD 2003-09-10 Willoughby North, NSW 2068, Australia

Financial services with the same locality

Service Name Issue Date Locality
OPEN RESOLVE FUNDS MANAGEMENT PTY LIMITED 2015-08-31 Willoughby, NSW 2068, Australia
BULL & BEAR FINANCIAL STRATEGIES PTY LTD 2012-05-08 Willoughby, NSW 2068, Australia
HYECORP PROPERTY FUNDS MANAGEMENT LTD 2010-01-22 Willoughby, NSW 2068, Australia

Competitor

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Postal Code 2068

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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.