ACCOUNTING AND TAXATION SPECIALIST PTY LTD


Address: Mansfield, QLD 4122, Australia

ACCOUNTING AND TAXATION SPECIALIST PTY LTD (Licence# 000488704) 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 7, 2017.

Service Overview

Register Name AFS Licence
Licence Name ACCOUNTING AND TAXATION SPECIALIST PTY LTD
Licence Number 000488704
Licence ABN 75131689524
Issue Date 2017-04-07
Locality MANSFIELD
State QLD
Postcode 4122
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;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; 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
001264621 PETER LEE Current 2017-04-07

Office Location

Locality MANSFIELD
State QLD
Postcode 4122
Country Australia

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Service Name Issue Date Locality
G.R COX & T.D JOHNSON 2016-02-03 Upper Mount Gravatt, QLD 4122, Australia
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ATL INSURANCE GROUP PTY LTD 2009-02-01 Upper Mount Gravatt, QLD 4122, Australia
ACTOCUE PTY LTD 2008-05-01 Upper Mount Gravatt, QLD 4122, Australia
ENEVITA PTY LTD 2008-03-18 Upper Mount Gravatt, QLD 4122, Australia
ALLSAFE INSURANCE BROKERS PTY. LTD. 2004-01-01 Upper Mount Gravatt, QLD 4122, Australia
MODORAS PTY LTD 2003-10-01 Upper Mount Gravatt, QLD 4122, Australia
PRINCIPAL FINANCIAL SERVICES PTY LTD 2003-07-07 Upper Mount Gravatt, QLD 4122, Australia

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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

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Postal Code 4122

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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.