BUSINESS & TAXATION CONCEPTS PTY LTD

Address: Liverpool, NSW 2170, Australia

BUSINESS & TAXATION CONCEPTS PTY LTD (Licence# 000488417) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 17, 2016.

Service Overview

Register Name AFS Licence
Licence Name BUSINESS & TAXATION CONCEPTS PTY LTD
Licence Number 000488417
Licence ABN 81003811514
Issue Date 2016-11-17
Locality LIVERPOOL
State NSW
Postcode 2170
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; 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
001249818 MICHAEL RONNIE GRIMA Current 2016-11-18
001249835 DOMENICO FEDELE Current 2016-11-18
001249836 FRANCESCO GIUSEPPE LA DELFA Current 2016-11-18
001249840 ANTONIO ZACCAGNINI Current 2016-11-18
001249842 ROBERT JOHN GALLUZZO Current 2016-11-18
001249844 GIANFRANCO ZACCAGNINI Current 2016-11-18
001249849 DOMENIC JOHN GALLUZZO Current 2016-11-18

Office Location

Locality LIVERPOOL
State NSW
Postcode 2170
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ACCOUNTING4U PLUS PTY LTD 2017-02-14 Liverpool, NSW 2170, Australia
VARGAS, MAY 2016-09-29 Lurnea, NSW 2170, Australia
SOUTHWEST SUPERANNUATION SERVICES PTY LIMITED 2016-06-06 Liverpool, NSW 2170, Australia
MILLY TAXATION & BUSINESS SERVICES PTY LTD 2016-05-31 Liverpool, NSW 2170, Australia
DEMASI & COMPANY SERVICES PTY. LIMITED 2015-05-22 Liverpool, NSW 2170, Australia
TREND FINANCIAL PTY LTD 2015-05-08 Liverpool, NSW 2170, Australia
CRESTANI, JAMES 2014-07-14 Liverpool, NSW 2170, Australia
BEO - EXPORT AUSTRALIA PTY LIMITED 2005-11-09 Liverpool, NSW 2170, Australia
THE PROTECTORS INSURANCE BROKERS PTY LTD 2004-03-02 Liverpool, NSW 2170, Australia
WILLIAM INGLIS & SON LIMITED 2003-11-07 Warwick Farm, NSW 2170, Australia

Competitor

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Postal Code 2170

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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.