CATEP PTY LIMITED


Address: Broadbeach, QLD 4218, Australia

CATEP PTY LIMITED (Licence# 000486979) 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 11, 2016.

Service Overview

Register Name AFS Licence
Licence Name CATEP PTY LIMITED
Licence Number 000486979
Licence ABN 43611769549
Issue Date 2016-10-11
Locality BROADBEACH
State QLD
Postcode 4218
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 and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001265891 STEPHEN LAWRENCE Current 2017-07-01

Office Location

Locality BROADBEACH
State QLD
Postcode 4218
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CORDNER SUPER ADVISORY PTY LTD 2017-11-24 Broadbeach, QLD 4218, Australia
WHOLESALE FUNDS MANAGEMENT PTY. LTD. 2017-04-07 Mermaid Waters, QLD 4218, Australia
STUMAC PTY. LTD. 2016-09-01 Broadbeach, QLD 4218, Australia
HAIN ACCOUNTING PTY LTD 2016-06-22 Mermaid Waters, QLD 4218, Australia
CORPSURE IPL PTY LTD 2013-06-03 Broadbeach, QLD 4218, Australia
OZPROP CAPITAL PTY LTD 2013-05-21 Broadbeach, QLD 4218, Australia
DECISIVE ASSET MANAGEMENT PTY LTD 2012-08-23 Mermaid Waters, QLD 4218, Australia
VOYAGER RESORT LIMITED 2004-03-09 Broadbeach, QLD 4218, Australia
MCLAREN, WILLIAM 2004-02-26 Mermaid Beach, QLD 4218, Australia
ASSURED MANAGEMENT LIMITED 2003-12-15 Mermaid Beach, QLD 4218, Australia

Competitor

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Postal Code 4218

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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.