BD FINANCIAL ADVISORY PTY LTD


Address: Erina, NSW 2250, Australia

BD FINANCIAL ADVISORY PTY LTD (Licence# 000502401) 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 28, 2017.

Service Overview

Register Name AFS Licence
Licence Name BD FINANCIAL ADVISORY PTY LTD
Licence Number 000502401
Licence ABN 34621612548
Issue Date 2017-11-28
Locality ERINA
State NSW
Postcode 2250
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;
      • 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;
      • 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 and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000313698 ANJAN DAS Current 2018-08-06
001261628 KARL SIMON BROOKE Current 2018-02-01
000265081 BRETT ANDREW DILLON Current 2017-12-09

Office Location

Locality ERINA
State NSW
Postcode 2250
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
FORTUNITY ADVICE PTY LTD 2017-07-01 Erina, NSW 2250, Australia
FAS ADVICE PTY LTD 2016-12-22 Springfield, NSW 2250, Australia
BRANDER, LEIGH MAXWELL 2016-11-04 Niagara Park, NSW 2250, Australia
CENTRAL COAST BUSINESS SOLUTIONS PTY LTD 2016-08-11 Erina, NSW 2250, Australia
LWM GROUP FINANCIAL SERVICES PTY LTD 2016-06-24 Gosford, NSW 2250, Australia
FAMILY DAY CARE AUSTRALIA LIMITED 2008-10-16 Gosford, NSW 2250, Australia
OAKWOOD FINANCIAL GROUP PTY LIMITED 2004-03-01 Gosford, NSW 2250, Australia
SHORTLAND INSURANCE BROKERS PTY LIMITED 2003-12-07 Gosford, NSW 2250, Australia
HNW PLANNING PTY LTD 2003-01-20 Erina, NSW 2250, Australia

Financial services with the same locality

Service Name Issue Date Locality
FORTUNITY ADVICE PTY LTD 2017-07-01 Erina, NSW 2250, Australia
CENTRAL COAST BUSINESS SOLUTIONS PTY LTD 2016-08-11 Erina, NSW 2250, Australia
HNW PLANNING PTY LTD 2003-01-20 Erina, NSW 2250, Australia

Competitor

Search similar business entities

Postal Code 2250

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.