MY DEDICATED ADVISORY PTY LTD


Address: Melbourne, VIC 3004, Australia

MY DEDICATED ADVISORY PTY LTD (Licence# 000485683) 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 4, 2016.

Service Overview

Register Name AFS Licence
Licence Name MY DEDICATED ADVISORY PTY LTD
Licence Number 000485683
Licence ABN 30610561263
Issue Date 2016-07-04
Locality MELBOURNE
State VIC
Postcode 3004
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;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001237622 DAVID WILLIAM LOFTHOUSE Current 2018-04-27
001261635 MARIJANA SUBASIC Current 2018-02-01
001252409 MICHAEL SAUER Current 2017-03-01
000321785 MATTHEW BRENT WOOLFORD Current 2016-07-11
000332392 SEAN MATTHEW BIRCH Current 2016-07-11
000468321 ANDREW MCPHERSON Current 2016-07-11
001245188 LUKE MASE Current 2016-07-11
001003404 NATHAN JOHN BROPHY Ceased 2016-07-11
000242169 ADRIAN PAUL GLEESON Ceased 2016-07-11

Office Location

Locality MELBOURNE
State VIC
Postcode 3004
Country Australia

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Service Name Issue Date Locality
NATIONAL PLANNING PARTNERS PTY LTD 2018-03-26 Melbourne, VIC 3004, Australia
NEXIF ENERGY AUSTRALIA MANAGEMENT PTY LTD 2017-11-06 Melbourne, VIC 3004, Australia
ANC WEALTH PTY LTD 2017-06-13 Melbourne, VIC 3004, Australia
BOUTIQUE WEALTH AUSTRALIA PTY. LTD. 2017-05-01 Melbourne, VIC 3004, Australia
SUPERFUND WORKS PTY. LTD. 2017-04-05 Melbourne, VIC 3004, Australia
ID FUNDS MANAGEMENT LIMITED 2017-03-29 Melbourne, VIC 3004, Australia
STERLING PRIVATE PTY LTD 2017-03-16 Melbourne, VIC 3004, Australia
DIXON AND DOSHI FINANCIAL SERVICES PTY LTD 2016-09-27 Melbourne, VIC 3004, Australia
TOWNSEND COBAIN PTY LTD 2016-09-15 Melbourne, VIC 3004, Australia
PARTNERS WEALTH GROUP ADVICE PTY LTD 2016-08-04 Melbourne, VIC 3004, Australia

Competitor

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Postal Code 3004

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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.