I2 ADVISORY FINANCIAL SERVICES PTY LTD


Address: Norwood, SA 5067, Australia

I2 ADVISORY FINANCIAL SERVICES PTY LTD (Licence# 000488390) 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 26, 2016.

Service Overview

Register Name AFS Licence
Licence Name I2 ADVISORY FINANCIAL SERVICES PTY LTD
Licence Number 000488390
Licence ABN 46607999477
Issue Date 2016-08-26
Locality NORWOOD
State SA
Postcode 5067
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
000256958 DAVID INGLIS Current 2016-08-26
001237254 JONATHON MARK MORPHETT Current 2016-08-26
001257631 KEVIN JOHNSON Current 2016-08-26
001257632 CRAIG MADDEN Current 2016-08-26

Office Location

Locality NORWOOD
State SA
Postcode 5067
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ORBE SOLUTIONS PTY LTD 2018-05-30 Norwood, SA 5067, Australia
WATZDORF NOMINEES PTY LTD 2018-04-09 Kent Town, SA 5067, Australia
GLOBAL FUNDING PARTNERS PTY LTD 2018-01-11 Kent Town, SA 5067, Australia
GF SUPER PLANNER PTY LTD 2017-01-11 Kent Town, SA 5067, Australia
CIGANOVIC, MARLENE JADWIGA 2016-11-23 Norwood, SA 5067, Australia
MARTINI, ABRAHAM 2016-11-08 Kent Town, SA 5067, Australia
WEBBER INSURANCE GROUP PTY LTD 2016-11-03 Kent Town, SA 5067, Australia
RCR ADVISORY PTY LTD 2016-10-26 Norwood, SA 5067, Australia
SJN CA WEALTH ADVISORY PTY LTD 2016-10-07 Rose Park, SA 5067, Australia
CAPITAL STAR WEALTH & FINANCE PTY LTD 2016-08-11 Norwood, SA 5067, Australia

Competitor

Search similar business entities

Postal Code 5067

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.