LGO ACCOUNTING & TAXATION SERVICES PTY LTD


Address: Surry Hills, NSW 2010, Australia

LGO ACCOUNTING & TAXATION SERVICES PTY LTD (Licence# 000489005) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 24, 2017.

Service Overview

Register Name AFS Licence
Licence Name LGO ACCOUNTING & TAXATION SERVICES PTY LTD
Licence Number 000489005
Licence ABN 78143029958
Issue Date 2017-02-24
Locality SURRY HILLS
State NSW
Postcode 2010
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
001263523 LEI ZHANG Current 2017-02-24
001263523 LEI ZHANG Ceased 2010-10-01

Office Location

Locality SURRY HILLS
State NSW
Postcode 2010
Country Australia

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Service Name Issue Date Locality
BIZCOVER PTY LTD 2018-03-19 Surry Hills, NSW 2010, Australia
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MONEYBRILLIANT PTY LTD 2017-02-22 Darlinghurst, NSW 2010, Australia
MONEYSPOT INVESTMENTS LIMITED 2017-02-03 Surry Hills, NSW 2010, Australia
MITROPOULOS, HELEN 2016-11-28 Surry Hills, NSW 2010, Australia
INGLIS INSURANCE GROUP PTY LTD 2016-10-13 Surry Hills, NSW 2010, Australia
POLLARD WILLIAMS PTY LIMITED 2016-06-01 Surry Hills, NSW 2010, Australia
AMAZON UNDERWRITING PTY LTD 2016-05-04 Darlinghurst, NSW 2010, Australia
REALCOVER INSURANCES PTY LIMITED 2015-09-28 Surry Hills, NSW 2010, Australia
BLACKBIRD VENTURES PTY LTD 2015-01-05 Surry Hills, NSW 2010, Australia

Competitor

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Postal Code 2010

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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.