MIDDLETON PARTNERS PTY LTD


Address: Geelong, VIC 3220, Australia

MIDDLETON PARTNERS PTY LTD (Licence# 000488427) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 19, 2017.

Service Overview

Register Name AFS Licence
Licence Name MIDDLETON PARTNERS PTY LTD
Licence Number 000488427
Licence ABN 84612916677
Issue Date 2017-04-19
Locality GEELONG
State VIC
Postcode 3220
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
001265030 RUSSELL JAMES MIDDLETON Current 2018-06-13
001265031 LAUREN KATE MIDDLETON Current 2018-06-13

Office Location

Locality GEELONG
State VIC
Postcode 3220
Country Australia

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TRESIDDER INSURANCE GROUP PTY LTD 2014-05-16 Geelong, VIC 3220, Australia
LACHSTOCK CONSULTING PTY LTD 2008-01-09 Geelong, VIC 3220, Australia
MAYFIELD INVESTMENT SERVICES PTY LTD 2007-08-24 Newtown, VIC 3220, Australia
MUIRFIELD FINANCIAL SERVICES PTY LTD 2004-03-01 Geelong, VIC 3220, Australia

Competitor

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Postal Code 3220

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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.