PURVIS BARR AND ASSOCIATES PTY LTD

address: Bronte, NSW 2024, Australia

PURVIS BARR AND ASSOCIATES PTY LTD (Licence# 000405106) 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 4, 2011.

Service Overview

Register NameAFS Licence
Licence NamePURVIS BARR AND ASSOCIATES PTY LTD
Licence Number000405106
Licence ABN 77125360992
Issue Date2011-07-04
LocalityBRONTE
StateNSW
Postcode2024
CountryAustralia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice only, 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; and
      • superannuation; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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; and
        • superannuation;
to wholesale clients.

Office Location

LocalityBRONTE
StateNSW
Postcode2024
CountryAustralia

Financial services with the same postcode

Service Name Issue Date Locality
ACOVA CAPITAL PTY. LTD. 2018-07-19 Bronte, NSW 2024, Australia
SARTO ADVISORY PTY LTD 2018-05-03 Bronte, NSW 2024, Australia
COLINTON CAPITAL PARTNERS PTY LTD 2017-11-10 Bronte, NSW 2024, Australia
SIGMA GLOBAL PTY LTD 2012-11-19 Bronte, NSW 2024, Australia
MARKET PRAXIS PTY LTD 2010-10-18 Waverley, NSW 2024, Australia

Financial services with the same locality

Service Name Issue Date Locality
ACOVA CAPITAL PTY. LTD. 2018-07-19 Bronte, NSW 2024, Australia
SARTO ADVISORY PTY LTD 2018-05-03 Bronte, NSW 2024, Australia
COLINTON CAPITAL PARTNERS PTY LTD 2017-11-10 Bronte, NSW 2024, Australia
SIGMA GLOBAL PTY LTD 2012-11-19 Bronte, NSW 2024, Australia

Financial services with the same country

Service Name Issue Date Locality
TERRI SCHEER INSURANCE PTY LTD 2002-03-11 Spring Hill, QLD 4000, Australia
INTERPACIFIC INSURANCE BROKERS PTY. LTD. 2002-05-02 Southbank, VIC 3006, Australia
IMC PACIFIC PTY LTD 2002-04-26 Sydney, NSW 2000, Australia
TELSTRA SUPER FINANCIAL PLANNING PTY LTD 2002-04-22 Melbourne, VIC 3000, Australia
GERLING & COMPANY PTY LIMITED 2002-08-22 Westleigh, NSW 2120, Australia
HAWKESBRIDGE CAPITAL PTY LIMITED 2002-06-13 Sydney, NSW 2000, Australia
HAYES STERLING PTY. LIMITED 2002-05-31 Norwood, SA 5067, Australia
TOWNSHEND CAPITAL PTY LTD 2002-09-11 North Fremantle, WA 6159, Australia
ODYSSEY EQUITY FINANCE PTY. LTD. 2002-06-04 South Melbourne, VIC 3205, Australia
PENGANA INVESTMENT MANAGEMENT LIMITED 2002-06-05 Sydney, NSW 2000, Australia

Competitor

Search similar business entities

Postal Code 2024

Provide Additional Information

If you wish to provide additional information about PURVIS BARR AND ASSOCIATES 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.