HBAE FINANCIAL SOLUTIONS PTY LTD

Address: Birtinya, QLD 4575, Australia

HBAE FINANCIAL SOLUTIONS PTY LTD (Licence# 000485991) 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 14, 2016.

Service Overview

Register Name AFS Licence
Licence Name HBAE FINANCIAL SOLUTIONS PTY LTD
Licence Number 000485991
Licence ABN 29159516079
Issue Date 2016-06-14
Locality BIRTINYA
State QLD
Postcode 4575
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
001243683 TRICIA MARIA BIELBY Current 2016-10-18

Office Location

Locality BIRTINYA
State QLD
Postcode 4575
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
STROM, JANE MAREE 2017-04-24 Warana, QLD 4575, Australia
RIGHT ADVICE FINANCIAL SERVICES PTY LTD 2016-05-30 Birtinya, QLD 4575, Australia
ARTEMIS INVESTMENTS (NSW) PTY LTD 2016-01-22 Birtinya, QLD 4575, Australia
WEALTHMED FINANCIAL PTY LTD 2007-11-27 Birtinya, QLD 4575, Australia
POOLE & PARTNERS INVESTMENT SERVICES PTY. LTD. 2004-11-05 Birtinya, QLD 4575, Australia
BMG AVIATION PTY LTD 2003-10-30 Birtinya, QLD 4575, Australia

Financial services with the same locality

Service Name Issue Date Locality
RIGHT ADVICE FINANCIAL SERVICES PTY LTD 2016-05-30 Birtinya, QLD 4575, Australia
ARTEMIS INVESTMENTS (NSW) PTY LTD 2016-01-22 Birtinya, QLD 4575, Australia
WEALTHMED FINANCIAL PTY LTD 2007-11-27 Birtinya, QLD 4575, Australia
POOLE & PARTNERS INVESTMENT SERVICES PTY. LTD. 2004-11-05 Birtinya, QLD 4575, Australia
BMG AVIATION PTY LTD 2003-10-30 Birtinya, QLD 4575, Australia

Competitor

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Postal Code 4575

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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.