CRESCERE PARTNERS PTY LTD


Address: Baulkham Hills, NSW 2153, Australia

CRESCERE PARTNERS PTY LTD (Licence# 000500640) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 20, 2017.

Service Overview

Register Name AFS Licence
Licence Name CRESCERE PARTNERS PTY LTD
Licence Number 000500640
Licence ABN 33169353995
Issue Date 2017-10-20
Locality BAULKHAM HILLS
State NSW
Postcode 2153
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;
    • 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; 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;
      • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001266812 JOHN VAN DIERMEN Current 2018-08-10
001260404 ANDREW ROBERT HEIGHT Current 2018-04-13

Office Location

Locality BAULKHAM HILLS
State NSW
Postcode 2153
Country Australia

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OMNIUM (NSW) PTY. LTD. 2017-10-11 Baulkham Hills, NSW 2153, Australia
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CROWN WEALTH GROUP PTY LTD 2017-03-28 Baulkham Hills, NSW 2153, Australia
HADLEY, MICHAEL ANTHONY 2017-02-28 Baulkham Hills, NSW 2153, Australia
GERCEK, DIANA 2017-02-22 Baulkham Hills, NSW 2153, Australia
AFP FINANCIAL PLANNING & CONSULTING PTY LTD 2017-01-11 Baulkham Hills, NSW 2153, Australia
SIMPLE SMSF SOLUTIONS PTY LTD 2017-01-09 Baulkham Hills, NSW 2153, Australia
ADAMS TRIGLONE PTY LIMITED 2016-11-21 Baulkham Hills, NSW 2153, Australia
WONG, SIU LING 2016-10-17 Bella Vista, NSW 2153, Australia
SANDERCOE ACCOUNTING PTY LTD 2016-08-17 Bella Vista, NSW 2153, Australia

Competitor

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Postal Code 2153

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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.