ACCESS FINANCIAL MANAGEMENT PTY LTD

Address: Malvern, VIC 3144, Australia

ACCESS FINANCIAL MANAGEMENT PTY LTD (Licence# 000229760) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 22, 2003.

Service Overview

Register Name AFS Licence
Licence Name ACCESS FINANCIAL MANAGEMENT PTY LTD
Licence Number 000229760
Licence ABN 27097442914
Issue Date 2003-09-22
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 213481
Locality MALVERN
State VIC
Postcode 3144
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment 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; 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001267156 DEAN LOMBARDO Current 2018-08-30
001247740 PETER STOPFORD Current 2016-09-01
001006752 NATALIA ROBERTSON Ceased 2013-08-01
000309394 PETER DAVID COULTHARD Ceased 2011-06-06
001002021 KATRINA MCPHEE Ceased 2008-11-01
001006749 MAURICE PATANE Current 2005-04-28

Office Location

Locality MALVERN
State VIC
Postcode 3144
Country Australia

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JSM MANAGEMENT PTY LTD 2017-12-18 Malvern, VIC 3144, Australia
WILMIT PTY. LTD. 2016-11-18 Malvern, VIC 3144, Australia
MADDERN SMSF PTY LTD 2016-10-18 Malvern, VIC 3144, Australia
GENESIS SUPER TAX GROUP PTY LTD 2016-10-06 Malvern, VIC 3144, Australia
MODY & CO. PTY. LTD. 2016-08-31 Malvern, VIC 3144, Australia
INSIGHT CAPITAL ADVISORS PTY LTD 2016-02-12 Malvern, VIC 3144, Australia
PREFERRED CARBON AUSTRALIA PTY LTD 2013-01-08 Malvern, VIC 3144, Australia
HOWARD-OSMOND FINANCIAL SERVICES PTY LTD 2011-11-23 Malvern, VIC 3144, Australia
MADDERN FINANCIAL ADVISERS PTY. LTD. 2009-03-31 Malvern, VIC 3144, Australia
72 FINANCIAL PTY LTD 2005-05-20 Malvern, VIC 3144, Australia

Competitor

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Postal Code 3144

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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.