PERKS & ASSOCIATES PTY. LIMITED


Address: Parkside, SA 5063, Australia

PERKS & ASSOCIATES PTY. LIMITED (Licence# 000488997) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 31, 2017.

Service Overview

Register Name AFS Licence
Licence Name PERKS & ASSOCIATES PTY. LIMITED
Licence Number 000488997
Licence ABN 86008053576
Issue Date 2017-05-31
Locality PARKSIDE
State SA
Postcode 5063
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;
    • 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
001255676 ELIZABETH ELLIOT Current 2017-06-20
001255677 ELAINE BOYD Current 2017-06-20
001255678 KERRY BOSNICH Current 2017-06-20
001255679 JOANNA STRZELBICKI Current 2017-06-20
001256161 SAMUEL HICKS Current 2017-06-20
001235192 ANDREW LEE Current 2017-06-16
001255562 MARK RODERICK Current 2017-06-16
001255671 VINCE TRIPODI Current 2017-06-16
001255672 PATRICK HODBY Current 2017-06-16
001255673 ANITA ALLAN Current 2017-06-16

Office Location

Locality PARKSIDE
State SA
Postcode 5063
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
PRIMASSURE (AUSTRALIA) PTY. LTD. 2016-12-02 Eastwood, SA 5063, Australia
WVB ADVISORY PTY LTD 2016-08-25 Fullarton, SA 5063, Australia
HAYES, PETER KENWICK 2016-06-06 Eastwood, SA 5063, Australia
BLUESTONE ACCOUNTANTS & BUSINESS ADVISERS PTY LTD 2016-06-06 Parkside, SA 5063, Australia
AK FINANCIAL PLANNING SERVICES PTY LTD 2016-05-18 Fullarton, SA 5063, Australia
WEALTH ON TRACK PTY LTD 2014-10-31 Eastwood, SA 5063, Australia
360PRIVATE WEALTH BY DESIGN PTY LIMITED 2014-07-14 Parkside, SA 5063, Australia
THE MILLS ADMINISTRATION PTY LTD 2013-03-19 Eastwood, SA 5063, Australia
SOUTHERN CROSS EQUITY GROUP PTY LTD 2012-02-24 Parkside, SA 5063, Australia
ARLINGTON WHYTE F.P. PTY LTD 2010-07-27 Frewville, SA 5063, Australia

Competitor

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Postal Code 5063

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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.