SUN NICHOLSON PTY. LTD.

Address: Traralgon, VIC 3844, Australia

SUN NICHOLSON PTY. LTD. (Licence# 000487463) 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, 2017.

Service Overview

Register Name AFS Licence
Licence Name SUN NICHOLSON PTY. LTD.
Licence Number 000487463
Licence ABN 95100583588
Issue Date 2017-02-13
Locality TRARALGON
State VIC
Postcode 3844
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:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; and
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000349351 GEORGE NICHOLSON Current 2018-08-30

Office Location

Locality TRARALGON
State VIC
Postcode 3844
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
DAVANTAGE GROUP PTY LTD 2013-06-04 Traralgon, VIC 3844, Australia
ROPAN LICENSEES PTY. LTD. 2010-11-05 Traralgon, VIC 3844, Australia
MCMILLAN FINANCIAL PLANNING PTY LTD 2004-01-05 Traralgon, VIC 3844, Australia
AWIB PTY. LTD. 2003-12-01 Traralgon, VIC 3844, Australia
RGM FINANCIAL PLANNERS PTY LTD 2003-06-25 Traralgon, VIC 3844, Australia

Financial services with the same locality

Service Name Issue Date Locality
DAVANTAGE GROUP PTY LTD 2013-06-04 Traralgon, VIC 3844, Australia
ROPAN LICENSEES PTY. LTD. 2010-11-05 Traralgon, VIC 3844, Australia
MCMILLAN FINANCIAL PLANNING PTY LTD 2004-01-05 Traralgon, VIC 3844, Australia
AWIB PTY. LTD. 2003-12-01 Traralgon, VIC 3844, Australia
RGM FINANCIAL PLANNERS PTY LTD 2003-06-25 Traralgon, VIC 3844, Australia

Competitor

Search similar business entities

Postal Code 3844

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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.