AUSTRALIAN UNITY TRUSTEES LIMITED

address: South Melbourne, VIC 3205, Australia

AUSTRALIAN UNITY TRUSTEES LIMITED (Licence# 000483220) 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 8, 2017.

Service Overview

Register NameAFS Licence
Licence NameAUSTRALIAN UNITY TRUSTEES LIMITED
Licence Number000483220
Licence ABN 55162061556
Issue Date2017-02-08
LocalitySOUTH MELBOURNE
StateVIC
Postcode3205
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment products;
    • general insurance 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;
  • deal in a financial product by:
    • varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives;
      • foreign exchange contracts; and
      • standard margin lending facility; and
    • 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;
      • general insurance 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;
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services; and
      • provide traditional trustee company services:
        to retail and wholesale clients.

        Office Location

        LocalitySOUTH MELBOURNE
        StateVIC
        Postcode3205
        CountryAustralia

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        Competitor

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        Postal Code 3205

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        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.

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