CLARINGBOLD FINANCIAL SERVICES PTY LTD


Address: Wantirna South, VIC 3152, Australia

CLARINGBOLD FINANCIAL SERVICES PTY LTD (Licence# 000501725) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 2, 2018.

Service Overview

Register Name AFS Licence
Licence Name CLARINGBOLD FINANCIAL SERVICES PTY LTD
Licence Number 000501725
Licence ABN 11620125279
Issue Date 2018-03-02
Locality WANTIRNA SOUTH
State VIC
Postcode 3152
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;
      • interests in managed investment schemes limited to:
      • MDA services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
        • standard margin lending facility; and
        • superannuation;
to retail clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000244736 REX ALAN CLARINGBOLD Current 2018-05-03
000401887 NARELLE KERRYN ALLISON Current 2018-05-03
001247818 COLIN BRUCE BUTSON Current 2018-05-03
001263662 PETRINA FRESHWATER Current 2018-05-03
001263663 IAN WILLIAM COCKLE Current 2018-05-03

Office Location

Locality WANTIRNA SOUTH
State VIC
Postcode 3152
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
AAA ACCOUNTANTS PTY LTD 2016-09-05 Wantirna South, VIC 3152, Australia
ADVOCATE ADVISORY PTY. LTD. 2011-07-01 Wantirna, VIC 3152, Australia
ARROWSMITH & PETRUCCELLI INSURANCE BROKERS PTY. LTD. 2004-03-10 Wantirna, VIC 3152, Australia
HEWITT, DOUGLAS HOWARD 2002-11-13 Wantirna South, VIC 3152, Australia

Financial services with the same locality

Service Name Issue Date Locality
AAA ACCOUNTANTS PTY LTD 2016-09-05 Wantirna South, VIC 3152, Australia
HEWITT, DOUGLAS HOWARD 2002-11-13 Wantirna South, VIC 3152, Australia

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CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 3152

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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.