JBS FINANCIAL STRATEGISTS PTY LTD


Address: South Melbourne, VIC 3205, Australia

JBS FINANCIAL STRATEGISTS PTY LTD (Licence# 000486674) 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 1, 2016.

Service Overview

Register Name AFS Licence
Licence Name JBS FINANCIAL STRATEGISTS PTY LTD
Licence Number 000486674
Licence ABN 34088771528
Issue Date 2016-08-01
Locality SOUTH MELBOURNE
State VIC
Postcode 3205
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;
    • derivatives limited to:
      • old law securities options contracts and warrants;
    • 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;
      • derivatives limited to:
        • old law securities options contracts and warrants;
      • 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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000341968 LIAM JON RUTTY Current 2018-06-04
001264658 PETER EDWARD FOLK Current 2018-06-04
000250844 JENNIFER ANN BROWN Current 2016-08-01
000306070 WARREN LINDSAY HANNA Current 2016-08-01
000320603 GLENN ANDREW MALKIEWICZ Ceased 2016-08-01
000280954 BRODIE DIANE MILLER Ceased 2016-08-01

Office Location

Locality SOUTH MELBOURNE
State VIC
Postcode 3205
Country Australia

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AUSTRALIAN UNITY TRUSTEES LIMITED 2017-02-08 South Melbourne, VIC 3205, Australia
DANIEL ALLISON & ASSOCIATES SUPERANNUATION PTY LTD 2017-01-10 South Melbourne, VIC 3205, Australia
VALANT CAPITAL PTY. LTD. 2016-12-12 South Melbourne, VIC 3205, Australia
AUSTRALIAN UNITY INVESTMENT REAL ESTATE LIMITED 2015-09-09 South Melbourne, VIC 3205, Australia
1 STEP INSURANCE PTY. LTD. 2015-07-24 South Melbourne, VIC 3205, Australia
WEALTHBRIDGE FINANCIAL SERVICES PTY LTD 2015-07-22 South Melbourne, VIC 3205, Australia
MELBOURNE ADVISORY & PARTNERS PTY LTD 2015-04-13 South Melbourne, VIC 3205, Australia

Competitor

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Postal Code 3205

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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.