LOYALIZE FUND MANAGEMENT PTY LTD


Address: Box Hill, VIC 3128, Australia

LOYALIZE FUND MANAGEMENT PTY LTD (Licence# 000501290) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 20, 2017.

Service Overview

Register Name AFS Licence
Licence Name LOYALIZE FUND MANAGEMENT PTY LTD
Licence Number 000501290
Licence ABN 28616511589
Issue Date 2017-11-20
Locality BOX HILL
State VIC
Postcode 3128
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;
    • 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 excluding investor directed portfolio services; and
    • securities;
  • 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:
      • 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;
      • 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 excluding investor directed portfolio services; and
      • securities; 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 BOX HILL
      State VIC
      Postcode 3128
      Country Australia

      Financial services with the same postcode

      Service Name Issue Date Locality
      HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD 2018-07-16 Box Hill South, VIC 3128, Australia
      HRH PARTNERS PTY LTD 2017-03-14 Box Hill, VIC 3128, Australia
      GREAT OCEAN CAPITAL PTY LTD 2017-01-13 Box Hill, VIC 3128, Australia
      TRIEBEL PTY LTD 2016-10-25 Box Hill, VIC 3128, Australia
      SUEWIN GW PTY LTD 2016-06-30 Box Hill, VIC 3128, Australia
      SHI, SUE GUI 2016-06-27 Box Hill, VIC 3128, Australia
      KUEH, PENG THAI 2016-06-06 Box Hill South, VIC 3128, Australia
      PLANTATION CAPITAL LIMITED 2010-03-11 Box Hill, VIC 3128, Australia
      EA INSURANCE SERVICES PTY LTD 2004-03-10 Box Hill, VIC 3128, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      HRH PARTNERS PTY LTD 2017-03-14 Box Hill, VIC 3128, Australia
      GREAT OCEAN CAPITAL PTY LTD 2017-01-13 Box Hill, VIC 3128, Australia
      TRIEBEL PTY LTD 2016-10-25 Box Hill, VIC 3128, Australia
      SUEWIN GW PTY LTD 2016-06-30 Box Hill, VIC 3128, Australia
      SHI, SUE GUI 2016-06-27 Box Hill, VIC 3128, Australia
      PLANTATION CAPITAL LIMITED 2010-03-11 Box Hill, VIC 3128, Australia
      EA INSURANCE SERVICES PTY LTD 2004-03-10 Box Hill, VIC 3128, Australia

      Competitor

      Search similar business entities

      Postal Code 3128

      Improve Information

      Please comment or provide details below to improve the information on .

      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.