MIPLAN ADVISORY PTY LTD


Address: Geelong, VIC 3220, Australia

MIPLAN ADVISORY PTY LTD (Licence# 000485478) 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 3, 2016.

Service Overview

Register Name AFS Licence
Licence Name MIPLAN ADVISORY PTY LTD
Licence Number 000485478
Licence ABN 70600370438
Issue Date 2016-05-03
Locality GEELONG
State VIC
Postcode 3220
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:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities; and
      • superannuation; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000324145 STEPHEN ROBERT HANDLEY Current 2016-06-13
000343471 BARNEY DAVID ELLIS Current 2016-06-13
001008073 ENDRE LLOYD-JOHNSEN Ceased 2016-06-13

Office Location

Locality GEELONG
State VIC
Postcode 3220
Country Australia

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BONESS, TIMOTHY 2017-01-23 Geelong, VIC 3220, Australia
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TRESIDDER INSURANCE GROUP PTY LTD 2014-05-16 Geelong, VIC 3220, Australia
LACHSTOCK CONSULTING PTY LTD 2008-01-09 Geelong, VIC 3220, Australia
MAYFIELD INVESTMENT SERVICES PTY LTD 2007-08-24 Newtown, VIC 3220, Australia
MUIRFIELD FINANCIAL SERVICES PTY LTD 2004-03-01 Geelong, VIC 3220, Australia

Competitor

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Postal Code 3220

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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.