MCCARTHY & CO ADVICE PTY LTD


Address: Springwood, QLD 4127, Australia

MCCARTHY & CO ADVICE PTY LTD (Licence# 000488981) 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 22, 2017.

Service Overview

Register Name AFS Licence
Licence Name MCCARTHY & CO ADVICE PTY LTD
Licence Number 000488981
Licence ABN 88612906975
Issue Date 2017-06-22
Locality SPRINGWOOD
State QLD
Postcode 4127
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 clients.

Office Location

Locality SPRINGWOOD
State QLD
Postcode 4127
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
HAE FINANCIAL PTY LTD 2018-04-05 Daisy Hill, QLD 4127, Australia
ALTITUDE FINANCIAL ADVISERS PTY LTD 2017-08-01 Springwood, QLD 4127, Australia
SPRINGWOOD SUPERANNUATION PTY LTD 2015-04-13 Springwood, QLD 4127, Australia
POWER 2 FINANCIAL SERVICES PTY LTD 2013-10-24 Slacks Creek, QLD 4127, Australia
WOODINA UNDERWRITING AGENCY PTY LIMITED 2012-04-30 Springwood, QLD 4127, Australia
P.I. DIRECT INSURANCE BROKERS PTY. LTD. 2003-09-02 Springwood, QLD 4127, Australia

Financial services with the same locality

Service Name Issue Date Locality
ALTITUDE FINANCIAL ADVISERS PTY LTD 2017-08-01 Springwood, QLD 4127, Australia
SPRINGWOOD SUPERANNUATION PTY LTD 2015-04-13 Springwood, QLD 4127, Australia
WOODINA UNDERWRITING AGENCY PTY LIMITED 2012-04-30 Springwood, QLD 4127, Australia
P.I. DIRECT INSURANCE BROKERS PTY. LTD. 2003-09-02 Springwood, QLD 4127, Australia

Competitor

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Postal Code 4127

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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.