GEERSSULLIVAN SMSF ADVISORY PTY LTD


Address: West Perth, WA 6005, Australia

GEERSSULLIVAN SMSF ADVISORY PTY LTD (Licence# 000488745) 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 17, 2017.

Service Overview

Register Name AFS Licence
Licence Name GEERSSULLIVAN SMSF ADVISORY PTY LTD
Licence Number 000488745
Licence ABN 65611646890
Issue Date 2017-03-17
Locality WEST PERTH
State WA
Postcode 6005
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;
    • life products limited to:
      • life risk insurance products; 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
001242757 AMANDA MITCHELL Current 2018-03-28
001253412 ANDREW DAVID SULLIVAN Current 2017-03-30
001253413 ASHLEY JAE-TARA DAWSON Current 2017-03-30
001253414 THOMAS BARRY FRANCIS Current 2017-03-30
001253415 HELEN COOPER Current 2017-03-30
001253417 CHRISTOPHER IAIN GRIEVE Current 2017-03-30
001253416 CANDICE MONIQUE KENNEDY Ceased 2017-03-30

Office Location

Locality WEST PERTH
State WA
Postcode 6005
Country Australia

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GLOBE FINANCIAL PLANNING PTY LTD 2017-12-22 West Perth, WA 6005, Australia
REDHILL PROPERTY PARTNERS PTY LTD 2017-12-19 West Perth, WA 6005, Australia
M.ADAMSON & A.CROSS 2017-11-16 West Perth, WA 6005, Australia
DISCOVERY CAPITAL PARTNERS PTY LTD 2017-08-18 West Perth, WA 6005, Australia
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CHIEFTAIN SECURITIES PTY LTD 2017-04-05 West Perth, WA 6005, Australia
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Competitor

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Postal Code 6005

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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.