REALMONT REAL ASSETS PTY LTD


Address: Wahroonga, NSW 2076, Australia

REALMONT REAL ASSETS PTY LTD (Licence# 000499628) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 5, 2017.

Service Overview

Register Name AFS Licence
Licence Name REALMONT REAL ASSETS PTY LTD
Licence Number 000499628
Licence ABN 87618847975
Issue Date 2017-09-05
Locality WAHROONGA
State NSW
Postcode 2076
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice only, for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • derivatives; and
    • interests in managed investment schemes limited to:
      • own managed investment scheme only;
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
    • 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;
      • derivatives;
      • general insurance products; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to wholesale clients.

      Office Location

      Locality WAHROONGA
      State NSW
      Postcode 2076
      Country Australia

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      AERIS CAPITAL PTY LIMITED 2013-12-02 Wahroonga, NSW 2076, Australia
      PRECEPT INVESTMENT ACTUARIES PTY LIMITED 2007-10-09 Wahroonga, NSW 2076, Australia
      BERKLEY INVESTMENT CORPORATION PTY LIMITED 2004-03-04 Wahroonga, NSW 2076, Australia
      LEDERMAN INSURANCE BROKERS PTY. LIMITED 2004-03-01 Wahroonga, NSW 2076, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      ORRINGA CAPITAL PARTNERS PTY LTD 2016-03-24 Wahroonga, NSW 2076, Australia
      AERIS CAPITAL PTY LIMITED 2013-12-02 Wahroonga, NSW 2076, Australia
      PRECEPT INVESTMENT ACTUARIES PTY LIMITED 2007-10-09 Wahroonga, NSW 2076, Australia
      BERKLEY INVESTMENT CORPORATION PTY LIMITED 2004-03-04 Wahroonga, NSW 2076, Australia
      LEDERMAN INSURANCE BROKERS PTY. LIMITED 2004-03-01 Wahroonga, NSW 2076, Australia

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      Postal Code 2076

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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.