LIPINS PARTNERS PTY. LTD.


Address: Balwyn, VIC 3103, Australia

LIPINS PARTNERS PTY. LTD. (Licence# 000486010) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 3, 2017.

Service Overview

Register Name AFS Licence
Licence Name LIPINS PARTNERS PTY. LTD.
Licence Number 000486010
Licence ACN 158824214
Issue Date 2017-10-03
Locality BALWYN
State VIC
Postcode 3103
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:
    • 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.

Office Location

Locality BALWYN
State VIC
Postcode 3103
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
O SHAUGHNESSY, MICHAEL JOHN 2017-02-20 Deepdene, VIC 3103, Australia
O.M.W. PTY. LIMITED 2016-08-03 Balwyn, VIC 3103, Australia

Financial services with the same locality

Service Name Issue Date Locality
O.M.W. PTY. LIMITED 2016-08-03 Balwyn, VIC 3103, Australia

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Competitor

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Postal Code 3103

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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.