BARTLETT ACCOUNTING SERVICES PTY LTD

Address: Coffs Harbour, NSW 2450, Australia

BARTLETT ACCOUNTING SERVICES PTY LTD (Licence# 000488256) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 29, 2016.

Service Overview

Register Name AFS Licence
Licence Name BARTLETT ACCOUNTING SERVICES PTY LTD
Licence Number 000488256
Licence ABN 71096166157
Issue Date 2016-07-29
Locality COFFS HARBOUR
State NSW
Postcode 2450
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
001264775 RODNEY BARTLETT Current 2018-04-08

Office Location

Locality COFFS HARBOUR
State NSW
Postcode 2450
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
POWERFUL ACCOUNTING AND TAXATION PTY LTD 2016-10-19 Korora, NSW 2450, Australia
WATERFALL WAY ASSOCIATES PTY LTD 2007-11-01 Coffs Harbour, NSW 2450, Australia
BANANACOAST COMMUNITY CREDIT UNION LTD 2004-01-30 Coffs Harbour, NSW 2450, Australia
IAN BELL INSURANCE BROKERS PTY LTD 2004-01-01 Coffs Harbour, NSW 2450, Australia
DCB NOMINEES PTY LTD 2003-08-11 Coffs Harbour, NSW 2450, Australia

Financial services with the same locality

Service Name Issue Date Locality
WATERFALL WAY ASSOCIATES PTY LTD 2007-11-01 Coffs Harbour, NSW 2450, Australia
BANANACOAST COMMUNITY CREDIT UNION LTD 2004-01-30 Coffs Harbour, NSW 2450, Australia
IAN BELL INSURANCE BROKERS PTY LTD 2004-01-01 Coffs Harbour, NSW 2450, Australia
DCB NOMINEES PTY LTD 2003-08-11 Coffs Harbour, NSW 2450, 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 2450

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.