HALLETTS FINANCIAL SERVICES GROUP PTY LTD

Address: Canberra, ACT 2601, Australia

HALLETTS FINANCIAL SERVICES GROUP PTY LTD (Licence# 000488736) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 22, 2017.

Service Overview

Register Name AFS Licence
Licence Name HALLETTS FINANCIAL SERVICES GROUP PTY LTD
Licence Number 000488736
Licence ABN 79083148672
Issue Date 2017-03-22
Locality CANBERRA
State ACT
Postcode 2601
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
001259762 IAN PAUL HALLETT Current 2017-03-22
001259763 FELICITY MARY MAGNUSSEN Current 2017-03-22
001259764 ROBERT JAMES GORDON Current 2017-03-22

Office Location

Locality CANBERRA
State ACT
Postcode 2601
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
DVA FINANCIAL SERVICES PTY LTD 2016-12-20 Canberra, ACT 2601, Australia
AUSTRALIAN PRIME LTD. 2015-08-17 Canberra, ACT 2601, Australia
FIRST MARKETS ASSET MANAGEMENT PTY LTD 2014-08-18 Canberra, ACT 2601, Australia
CONTINUITY CAPITAL INVESTMENT SERVICES LIMITED 2010-08-30 Canberra, ACT 2601, Australia
PRIMESPACE PROPERTY INVESTMENT LTD 2004-11-16 Canberra, ACT 2601, Australia
COMMONWEALTH SUPERANNUATION CORPORATION 2004-01-20 Canberra, ACT 2601, Australia
MCALARY PTY LTD 2003-06-30 Canberra, ACT 2601, Australia

Financial services with the same locality

Service Name Issue Date Locality
CIVIC INSURANCE PTY LTD 2017-08-29 Canberra, ACT 2600, Australia
DVA FINANCIAL SERVICES PTY LTD 2016-12-20 Canberra, ACT 2601, Australia
AUSTRALIAN PRIME LTD. 2015-08-17 Canberra, ACT 2601, Australia
FIRST MARKETS ASSET MANAGEMENT PTY LTD 2014-08-18 Canberra, ACT 2601, Australia
CONTINUITY CAPITAL INVESTMENT SERVICES LIMITED 2010-08-30 Canberra, ACT 2601, Australia
PRIMESPACE PROPERTY INVESTMENT LTD 2004-11-16 Canberra, ACT 2601, Australia
AVSUPER PTY LTD 2004-03-01 Canberra, ACT 2600, Australia
COMMONWEALTH SUPERANNUATION CORPORATION 2004-01-20 Canberra, ACT 2601, Australia
MCALARY PTY LTD 2003-06-30 Canberra, ACT 2601, Australia

Competitor

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Postal Code 2601

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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.