FORDHAM BUSINESS ADVISORS PTY LTD


Address: Melbourne, VIC 3000, Australia

FORDHAM BUSINESS ADVISORS PTY LTD (Licence# 000488639) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 6, 2017.

Service Overview

Register Name AFS Licence
Licence Name FORDHAM BUSINESS ADVISORS PTY LTD
Licence Number 000488639
Licence ABN 77140981853
Issue Date 2017-06-06
Locality MELBOURNE
State VIC
Postcode 3000
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
001265420 ALICIA MAREE NEILSEN Current 2018-06-27
001263616 CHRISTOPHER ANDREW LEAHY Current 2018-04-27
001259346 JULIE HOUGH Current 2017-10-26
001259013 PETER DAMIEN CARROLL Current 2017-10-17
001259018 JENNIFER LEE NAIRNE Current 2017-10-17
001258849 NEIL THOMAS CAHIR Current 2017-10-10
001258854 STEPHEN JOSEPH WAITE Current 2017-10-10
001258812 FRANK GENOBILE Current 2017-10-05
001258225 LAURA JANET ROGERS Current 2017-09-12
001258033 JOHN PHILLIP O'DONNELL Current 2017-09-06

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

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TUXEDO MONEY PTY. LTD. 2018-06-13 Melbourne, VIC 3000, Australia
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Competitor

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Postal Code 3000

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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.