ADVICEIQ PARTNERS PTY LTD

address: Brisbane, QLD 4000, Australia

ADVICEIQ PARTNERS PTY LTD (Licence# 000332957) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 13, 2009.

Service Overview

Register NameAFS Licence
Licence NameADVICEIQ PARTNERS PTY LTD
Licence Number000332957
Licence ABN 95134016210
Issue Date2009-02-13
LocalityBRISBANE
StateQLD
Postcode4000
CountryAustralia

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
000341143 CRAIG MATTHEW WEEKS Current 2018-08-22
001252832 REBECCA ANNE LAHEY Current 2018-08-22
000264210 STEPHEN RICHARD ALDRIDGE Current 2018-04-03
000298815 STEVEN CHAPMAN Current 2018-04-03
001257867 JAMES HORDERN Current 2017-08-31
001253790 JAMES HORSLEY Current 2017-04-03
001003341 SONJA TETZKE Current 2016-04-01
001004655 RAYMOND SHING Current 2016-03-01
000255774 MICHAEL SAUNDERS Ceased 2016-03-01
000312314 JOHN GREG PEARSON Ceased 2015-11-25

Office Location

LocalityBRISBANE
StateQLD
Postcode4000
CountryAustralia

Financial services with the same postcode

Service Name Issue Date Locality
TRUEBELL CAPITAL PTY LTD 2018-07-09 Brisbane, QLD 4000, Australia
DAIRY FUND MANAGEMENT LIMITED 2018-05-22 Brisbane, QLD 4000, Australia
SHELL ENERGY AUSTRALIA PTY LTD 2018-02-19 Brisbane, QLD 4000, Australia
SUPER STRATEGISTS (AFSL) PTY LTD 2018-01-31 Spring Hill, QLD 4000, Australia
SHERRIN PARTNERS SERVICES PTY LTD 2017-08-23 Brisbane, QLD 4000, Australia
SMART SOLUTIONS GROUP (AUST) PTY LTD 2017-07-27 Brisbane, QLD 4000, Australia
TAISHIN INTERNATIONAL BANK CO. LTD. 2017-07-14 Brisbane, QLD 4000, Australia
KERN FINANCE PTY LTD 2017-07-06 Brisbane, QLD 4000, Australia
QSUPER BOARD 2017-07-01 Brisbane, QLD 4000, Australia
BCS BROKING PTY LTD 2017-06-23 Brisbane, QLD 4000, Australia

Competitor

Search similar business entities

Postal Code 4000

Provide Additional Information

If you wish to provide additional information about ADVICEIQ PARTNERS PTY LTD, please fill in the form below. Please note that the information provided here will be posted publicly on this page. Please do not leave any private information here. If you have privacy or any other concerns about the information on this page, please use this link to the contact form.

Dataset Information

Data ProviderAustralian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
JurisdictionAustralia
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.