SHEPARD WEBSTER & O'NEILL ADVISORY SERVICES PTY LTD


Address: Frankston, VIC 3199, Australia

SHEPARD WEBSTER & O'NEILL ADVISORY SERVICES PTY LTD (Licence# 000487471) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 16, 2016.

Service Overview

Register Name AFS Licence
Licence Name SHEPARD WEBSTER & O'NEILL ADVISORY SERVICES PTY LTD
Licence Number 000487471
Licence ABN 69611118702
Issue Date 2016-09-16
Locality FRANKSTON
State VIC
Postcode 3199
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
001257331 GREGORY TARANTO Current 2016-09-16
001257332 MATTHEW WILLIAM HARDACRE Current 2016-09-16

Office Location

Locality FRANKSTON
State VIC
Postcode 3199
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
THE INTELLIGENT FINANCIAL GROUP PTY LTD 2016-08-17 Frankston, VIC 3199, Australia
HARPER FINANCIAL GROUP PTY. LTD. 2007-06-29 Frankston, VIC 3199, Australia
BRUCE PARK PTY LTD 2004-03-05 Frankston, VIC 3199, Australia
POLLARD ADVISORY SERVICES PTY. LTD. 2004-03-01 Frankston, VIC 3199, Australia
PERSONAL PORTFOLIO ONLINE PTY LTD 2004-01-20 Frankston, VIC 3199, Australia
FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD 2003-07-10 Frankston, VIC 3199, Australia
THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD 2003-05-08 Frankston, VIC 3199, Australia

Financial services with the same locality

Service Name Issue Date Locality
THE INTELLIGENT FINANCIAL GROUP PTY LTD 2016-08-17 Frankston, VIC 3199, Australia
HARPER FINANCIAL GROUP PTY. LTD. 2007-06-29 Frankston, VIC 3199, Australia
BRUCE PARK PTY LTD 2004-03-05 Frankston, VIC 3199, Australia
POLLARD ADVISORY SERVICES PTY. LTD. 2004-03-01 Frankston, VIC 3199, Australia
PERSONAL PORTFOLIO ONLINE PTY LTD 2004-01-20 Frankston, VIC 3199, Australia
FLINDERS PARTNERS FINANCIAL SERVICES PTY LTD 2003-07-10 Frankston, VIC 3199, Australia
THE INTELLIGENT FINANCIAL SERVICES GROUP PTY LTD 2003-05-08 Frankston, VIC 3199, Australia

Competitor

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Postal Code 3199

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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.