ELITE TAXATION SERVICES PTY. LIMITED


Address: Punchbowl, NSW 2196, Australia

ELITE TAXATION SERVICES PTY. LIMITED (Licence# 000487629) 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 11, 2017.

Service Overview

Register Name AFS Licence
Licence Name ELITE TAXATION SERVICES PTY. LIMITED
Licence Number 000487629
Licence ABN 27003666751
Issue Date 2017-09-11
Locality PUNCHBOWL
State NSW
Postcode 2196
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.

Financial advisers

Adviser Number Adviser Name Status Start Date
001247154 CHARLES KHALIL KHOURY Current 2018-07-02

Office Location

Locality PUNCHBOWL
State NSW
Postcode 2196
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MYTAX LOCAL PTY LTD 2017-02-01 Punchbowl, NSW 2196, Australia

Financial services with the same locality

Service Name Issue Date Locality
MYTAX LOCAL PTY LTD 2017-02-01 Punchbowl, NSW 2196, Australia

Financial services with the same country

Service Name Issue Date Locality
BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

Search similar business entities

Postal Code 2196

Improve Information

Please comment or provide details below to improve the information on .

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.