APEX MACRO FINANCIAL GROUP PTY. LTD.


Address: Balwyn North, VIC 3104, Australia

APEX MACRO FINANCIAL GROUP PTY. LTD. (Licence# 000498715) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 18, 2017.

Service Overview

Register Name AFS Licence
Licence Name APEX MACRO FINANCIAL GROUP PTY. LTD.
Licence Number 000498715
Licence ABN 33617164413
Issue Date 2017-12-18
Locality BALWYN NORTH
State VIC
Postcode 3104
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice to retail and wholesale clients for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • provide financial product advice to wholesale clients for the following classes of financial products:
    • derivatives limited to warrants; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person to retail and wholesale clients in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person to wholesale clients in respect of the following classes of products:
    derivatives limited to warrants.

    Financial advisers

    Adviser Number Adviser Name Status Start Date
    001265774 DANIEL JAMES MCCLEAN Current 2018-07-06
    000281387 PHILIP KIM CHUAN YAP Current 2018-03-28
    001001618 ANDY LOW Current 2018-03-28
    001002660 ALEX CHAN Current 2018-03-28
    000327192 LAWRENCE CHAN Current 2018-01-03

    Office Location

    Locality BALWYN NORTH
    State VIC
    Postcode 3104
    Country Australia

    Financial services with the same postcode

    Service Name Issue Date Locality
    WEALTH WITHIN LIMITED 2003-04-16 Balwyn North, VIC 3104, Australia
    RADFORD ALLEN FINANCIAL SERVICES PTY LTD 2002-07-29 Balwyn North, VIC 3104, Australia

    Financial services with the same locality

    Service Name Issue Date Locality
    WEALTH WITHIN LIMITED 2003-04-16 Balwyn North, VIC 3104, Australia
    RADFORD ALLEN FINANCIAL SERVICES PTY LTD 2002-07-29 Balwyn North, VIC 3104, Australia

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    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
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    Postal Code 3104

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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.