MEDICAL FINANCIAL PTY LTD


Address: Fortitude Valley, QLD 4006, Australia

MEDICAL FINANCIAL PTY LTD (Licence# 000506557) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 3, 2018.

Service Overview

Register Name AFS Licence
Licence Name MEDICAL FINANCIAL PTY LTD
Licence Number 000506557
Licence ABN 31131051333
Issue Date 2018-07-03
Locality FORTITUDE VALLEY
State QLD
Postcode 4006
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
000325825 SEAN O'KANE Current 2018-07-03
000404330 NEAL ROBERT DURLING Current 2018-07-03

Office Location

Locality FORTITUDE VALLEY
State QLD
Postcode 4006
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
PLEDGEME PTY LTD 2018-05-02 Fortitude Valley, QLD 4006, Australia
SALA FINANCIAL SERVICES PTY LTD 2018-02-01 Fortitude Valley, QLD 4006, Australia
ONE FUND SERVICES LTD 2017-05-31 Fortitude Valley, QLD 4006, Australia
BLUE STAMP COMPANY PTY LTD 2017-05-26 Newstead, QLD 4006, Australia
ZUNKER, PETER ANDREW 2017-01-31 Fortitude Valley, QLD 4006, Australia
LEE AND ASSOCIATES (AUSTRALIA) PTY LTD 2016-09-06 Fortitude Valley, QLD 4006, Australia
JONES HOWARD PTY LTD 2016-06-22 Fortitude Valley, QLD 4006, Australia
FINANCIAL HUB FINANCIAL SERVICES PTY LTD 2015-12-03 Newstead, QLD 4006, Australia
FOCUS PACIFIC FUNDS MANAGEMENT PTY LTD 2015-08-05 Fortitude Valley, QLD 4006, Australia
3CSG PTY LTD 2015-03-26 Bowen Hills, QLD 4006, Australia

Competitor

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Postal Code 4006

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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.