ADVISE AND ASSIST PTY LIMITED


Address: Edgecliff, NSW 2027, Australia

ADVISE AND ASSIST PTY LIMITED (Licence# 000499173) 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 12, 2017.

Service Overview

Register Name AFS Licence
Licence Name ADVISE AND ASSIST PTY LIMITED
Licence Number 000499173
Licence ABN 15159528113
Issue Date 2017-12-12
Locality EDGECLIFF
State NSW
Postcode 2027
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:
    • 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;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person 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;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000454845 BRENDAN XAVIER RYAN Current 2018-08-08

Office Location

Locality EDGECLIFF
State NSW
Postcode 2027
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
D P LOEWY & CO PTY LTD & DAVID GLASS PTY LTD & MARK LINDSAY PTY LTD & ROMAN GARBUZ PTY LTD & ANTHONY 2016-05-26 Darling Point, NSW 2027, Australia
INTERGEN FUNDS MANAGEMENT PTY LIMITED 2016-04-14 Edgecliff, NSW 2027, Australia
WEALTH OF NATIONS ADVISORS PTY LTD 2014-03-12 Point Piper, NSW 2027, Australia
ARROW SECURITIES GROUP PTY LTD 2014-02-21 Edgecliff, NSW 2027, Australia
HABEN PROPERTY FUND PTY LTD 2010-01-08 Edgecliff, NSW 2027, Australia
AUSTRALIAN FUND MONITORS PTY LTD 2008-08-14 Edgecliff, NSW 2027, Australia
CATALYST CAPITAL MANAGEMENT PTY LIMITED 2006-06-29 Darling Point, NSW 2027, Australia
CARRINGTON FUNDS MANAGEMENT PTY LIMITED 2004-03-30 Edgecliff, NSW 2027, Australia
SUPER GROUP HOLDINGS PTY LTD 2004-03-10 Edgecliff, NSW 2027, Australia
EQUITY MANAGEMENT PTY LTD 2004-02-01 Edgecliff, NSW 2027, Australia

Competitor

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Postal Code 2027

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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.