KTG ACCOUNTANTS AND BUSINESS ADVISORS PTY LTD


Address: Clayton, VIC 3168, Australia

KTG ACCOUNTANTS AND BUSINESS ADVISORS PTY LTD (Licence# 000489198) 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 15, 2017.

Service Overview

Register Name AFS Licence
Licence Name KTG ACCOUNTANTS AND BUSINESS ADVISORS PTY LTD
Licence Number 000489198
Licence ABN 13169210833
Issue Date 2017-03-15
Locality CLAYTON
State VIC
Postcode 3168
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; 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
001264753 TIMOTHY KERR Current 2017-03-17

Office Location

Locality CLAYTON
State VIC
Postcode 3168
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MILES TOWNSEND PTY LTD 2017-09-15 Notting Hill, VIC 3168, Australia
GALLEY ASSOCIATES PTY. LTD. 2017-02-24 Clayton, VIC 3168, Australia
LIFELONG AFSL PTY LTD 2014-11-14 Notting Hill, VIC 3168, Australia
SUPRA CAPITAL LTD 2007-04-04 Notting Hill, VIC 3168, Australia
PELLICANO FUNDS MANAGEMENT PTY LTD 2007-03-28 Notting Hill, VIC 3168, Australia
STATE INVESTMENT SERVICES PTY LTD 2004-03-10 Notting Hill, VIC 3168, Australia
CLANBROOKE PTY. LTD. 2004-02-20 Notting Hill, VIC 3168, Australia

Financial services with the same locality

Service Name Issue Date Locality
GALLEY ASSOCIATES PTY. LTD. 2017-02-24 Clayton, VIC 3168, Australia

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PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 3168

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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.