EVERGREEN FINANCIAL ADVISERS PTY LTD


Address: West End, QLD 4810, Australia

EVERGREEN FINANCIAL ADVISERS PTY LTD (Licence# 000499827) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 10, 2017.

Service Overview

Register Name AFS Licence
Licence Name EVERGREEN FINANCIAL ADVISERS PTY LTD
Licence Number 000499827
Licence ABN 33619353918
Issue Date 2017-08-10
Locality WEST END
State QLD
Postcode 4810
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;
    • 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;
      • standard margin lending facility; 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;
      • 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001233839 ROSHAN PANDALAI Current 2017-08-22

Office Location

Locality WEST END
State QLD
Postcode 4810
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
EVOLUTION FINANCIAL PTY LTD 2017-08-30 Townsville, QLD 4810, Australia
LIGHTHOUSE FINANCIAL ADVISERS (TOWNSVILLE) PTY LTD 2015-04-08 West End, QLD 4810, Australia
MENNINGER ADVISORY PTY LTD 2014-04-24 Townsville, QLD 4810, Australia
FINPAC INSURANCE ADVISORS PTY. LTD. 2004-03-01 Townsville, QLD 4810, Australia
FINPAC FINANCIAL ADVISORS PTY. LTD. 2004-01-01 Townsville, QLD 4810, Australia

Financial services with the same locality

Service Name Issue Date Locality
I.R STEVENS & D STEVENS 2017-06-23 West End, QLD 4101, Australia
JIM SCOTT ACCOUNTING PTY. LTD. 2016-06-27 West End, QLD 4101, Australia
LIGHTHOUSE FINANCIAL ADVISERS (TOWNSVILLE) PTY LTD 2015-04-08 West End, QLD 4810, Australia
STOCKWELL FUNDS MANAGEMENT PTY LTD 2013-06-27 West End, QLD 4101, Australia
ZAS INSURANCE MANAGEMENT PTY LTD 2007-08-27 West End, QLD 4101, Australia
AUSFIRST COMPLIANCE PARTNERS LIMITED 2004-07-13 West End, QLD 4101, Australia
HUNTINGTON GROUP PTY LIMITED 2004-03-01 West End, QLD 4101, Australia
DUNROSS FINANCIAL PLANNING PTY LTD 2003-11-11 West End, QLD 4101, Australia
KR SECURITIES PTY LTD 2002-12-02 West End, QLD 4101, Australia

Competitor

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Postal Code 4810

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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.