DE MATTEIS & ASSOCIATES PTY. LTD.


Address: Aberfeldie, VIC 3040, Australia

DE MATTEIS & ASSOCIATES PTY. LTD. (Licence# 000485646) 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 21, 2016.

Service Overview

Register Name AFS Licence
Licence Name DE MATTEIS & ASSOCIATES PTY. LTD.
Licence Number 000485646
Licence ABN 96078266010
Issue Date 2016-06-21
Locality ABERFELDIE
State VIC
Postcode 3040
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; 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
001259947 PETER DE MATTEIS Current 2017-11-17

Office Location

Locality ABERFELDIE
State VIC
Postcode 3040
Country Australia

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Financial services with the same locality

Service Name Issue Date Locality
MASCARO, FRANK 2016-05-26 Aberfeldie, VIC 3040, Australia

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Competitor

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Postal Code 3040

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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.