SUPER PLANNERS (AUST) PTY LTD


Address: Roseville, NSW 2069, Australia

SUPER PLANNERS (AUST) PTY LTD (Licence# 000488741) 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 21, 2017.

Service Overview

Register Name AFS Licence
Licence Name SUPER PLANNERS (AUST) PTY LTD
Licence Number 000488741
Licence ABN 50613205182
Issue Date 2017-06-21
Locality ROSEVILLE
State NSW
Postcode 2069
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
001264913 SARAH CATHERINE GUERIN Current 2018-06-11

Office Location

Locality ROSEVILLE
State NSW
Postcode 2069
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
RIMOR EQUITY RESEARCH PTY LTD 2017-10-26 Roseville, NSW 2069, Australia
SPECIALIST ACCOUNTING & BUSINESS ADVISORY PTY LTD 2017-10-04 Roseville, NSW 2069, Australia
FTA INSURANCE PTY LTD 2017-07-21 Roseville, NSW 2069, Australia
MOON, JONGWON 2017-02-10 Roseville, NSW 2069, Australia
DEALERSHIP SERVICES PTY LTD 2016-11-30 Roseville, NSW 2069, Australia
ESOFT SOLUTIONS PTY. LTD. 2016-08-24 Roseville, NSW 2069, Australia
IMH SQUARED PTY LTD 2015-03-30 Castle Cove, NSW 2069, Australia
PHILO CAPITAL ADVISERS PTY LTD 2007-04-03 Roseville, NSW 2069, Australia

Financial services with the same locality

Service Name Issue Date Locality
RIMOR EQUITY RESEARCH PTY LTD 2017-10-26 Roseville, NSW 2069, Australia
SPECIALIST ACCOUNTING & BUSINESS ADVISORY PTY LTD 2017-10-04 Roseville, NSW 2069, Australia
FTA INSURANCE PTY LTD 2017-07-21 Roseville, NSW 2069, Australia
MOON, JONGWON 2017-02-10 Roseville, NSW 2069, Australia
DEALERSHIP SERVICES PTY LTD 2016-11-30 Roseville, NSW 2069, Australia
ESOFT SOLUTIONS PTY. LTD. 2016-08-24 Roseville, NSW 2069, Australia
PHILO CAPITAL ADVISERS PTY LTD 2007-04-03 Roseville, NSW 2069, Australia

Competitor

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Postal Code 2069

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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.