ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD


Address: Mackay, QLD 4740, Australia

ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD (Licence# 000502728) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 1, 2017.

Service Overview

Register Name AFS Licence
Licence Name ENLIGHTENED FINANCIAL SOLUTIONS PTY LTD
Licence Number 000502728
Licence ABN 81600104354
Issue Date 2017-12-01
Locality MACKAY
State QLD
Postcode 4740
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
000291090 MICHAEL MCLEOD Current 2017-12-01
000311228 JAMES NEWTON WORTLEY Current 2017-12-01
000325024 SCOTT DOUGLAS JAMIESON Current 2017-12-01
001244801 BRENDAN WILLIAM HUGHES Current 2017-12-01

Office Location

Locality MACKAY
State QLD
Postcode 4740
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BENNETT PARTNERS PTY LTD 2016-06-23 Mackay, QLD 4740, Australia
THE GARDIAN GROUP PTY LTD 2014-06-23 Mackay, QLD 4740, Australia
POWER 2 FINANCIAL PLANNING PTY LTD 2007-01-31 Mackay, QLD 4740, Australia
ACCUVEST PTY LTD 2004-02-09 Mackay, QLD 4740, Australia
REGIONAL INSURANCE BROKERS PTY. LIMITED 2004-01-19 Mackay, QLD 4740, Australia
MACKAY PERMANENT BUILDING SOCIETY PTY LTD 2004-01-01 Mackay, QLD 4740, Australia
ALMAN PARTNERS PTY. LTD. 2002-08-08 Mackay, QLD 4740, Australia

Financial services with the same locality

Service Name Issue Date Locality
BENNETT PARTNERS PTY LTD 2016-06-23 Mackay, QLD 4740, Australia
THE GARDIAN GROUP PTY LTD 2014-06-23 Mackay, QLD 4740, Australia
POWER 2 FINANCIAL PLANNING PTY LTD 2007-01-31 Mackay, QLD 4740, Australia
ACCUVEST PTY LTD 2004-02-09 Mackay, QLD 4740, Australia
REGIONAL INSURANCE BROKERS PTY. LIMITED 2004-01-19 Mackay, QLD 4740, Australia
MACKAY PERMANENT BUILDING SOCIETY PTY LTD 2004-01-01 Mackay, QLD 4740, Australia
ALMAN PARTNERS PTY. LTD. 2002-08-08 Mackay, QLD 4740, Australia

Competitor

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Postal Code 4740

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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.