BFAA SUPERANNUATION & SMSF SPECIALISTS PTY LTD


Address: Sutherland, NSW 2232, Australia

BFAA SUPERANNUATION & SMSF SPECIALISTS PTY LTD (Licence# 000489269) 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 BFAA SUPERANNUATION & SMSF SPECIALISTS PTY LTD
Licence Number 000489269
Licence ABN 95611777872
Issue Date 2017-05-31
Locality SUTHERLAND
State NSW
Postcode 2232
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; 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
001265368 WILLIAM AUSTIN PUGH Current 2017-05-31

Office Location

Locality SUTHERLAND
State NSW
Postcode 2232
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
UNITY ACCOUNTING PTY LTD 2017-03-08 Grays Point, NSW 2232, Australia
THE INSURANCE BROKER (NSW) PTY LTD 2016-10-04 Kirrawee, NSW 2232, Australia
LAROSA, FRANK 2016-05-27 Sutherland, NSW 2232, Australia
SOUTHSIDE INSURANCE BROKERS PTY LIMITED 2006-01-04 Sutherland, NSW 2232, Australia
PDFP PTY LTD 2005-11-15 Sutherland, NSW 2232, Australia
MONEYTAX FINANCIAL PLANNING PTY LTD 2004-11-30 Sutherland, NSW 2232, Australia

Financial services with the same locality

Service Name Issue Date Locality
LAROSA, FRANK 2016-05-27 Sutherland, NSW 2232, Australia
SOUTHSIDE INSURANCE BROKERS PTY LIMITED 2006-01-04 Sutherland, NSW 2232, Australia
PDFP PTY LTD 2005-11-15 Sutherland, NSW 2232, Australia
MONEYTAX FINANCIAL PLANNING PTY LTD 2004-11-30 Sutherland, NSW 2232, Australia

Competitor

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Postal Code 2232

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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.