AFFINITY ACCOUNTANTS PTY LTD


Address: Southbank, VIC 3006, Australia

AFFINITY ACCOUNTANTS PTY LTD (Licence# 000485811) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 24, 2016.

Service Overview

Register Name AFS Licence
Licence Name AFFINITY ACCOUNTANTS PTY LTD
Licence Number 000485811
Licence ABN 30100705931
Issue Date 2016-08-24
Locality SOUTHBANK
State VIC
Postcode 3006
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
001248625 RHYS LIMBRICK Current 2016-10-10
001247943 SHANE CASLEY Current 2016-09-13
001247944 BARRY STEVENS Current 2016-09-13
001247945 JOSHUA PEARSON Current 2016-09-13
001247946 SCOTT CANOBIE Current 2016-09-13
001247947 WILL HORTON Current 2016-09-13
001247948 RUSSELL FISK Current 2016-09-13
001247949 JULIE GOODING Current 2016-09-13

Office Location

Locality SOUTHBANK
State VIC
Postcode 3006
Country Australia

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HOTEL PROPERTY INVESTMENTS LTD 2016-07-01 Southbank, VIC 3006, Australia
1ST ENERGY PTY LTD 2016-05-26 Southbank, VIC 3006, Australia
COMPLETE LATITUDE PTY LTD 2016-05-19 Southbank, VIC 3006, Australia
CPA AUSTRALIA ADVICE PTY LTD 2016-04-15 Southbank, VIC 3006, Australia
ARAM AUSTRALIA PTY LTD 2016-04-05 Southbank, VIC 3006, Australia
PPF ADVISORY PTY LTD 2015-12-16 South Wharf, VIC 3006, Australia
MG RESPONSIBLE ENTITY LIMITED 2015-05-28 Southbank, VIC 3006, Australia

Competitor

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Postal Code 3006

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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.