UAB ACCOUNTANTS & BUSINESS ADVISORS PTY LTD

address: Burleigh Waters, QLD 4220, Australia

UAB ACCOUNTANTS & BUSINESS ADVISORS PTY LTD (Licence# 000488437) 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 17, 2017.

Service Overview

Register NameAFS Licence
Licence NameUAB ACCOUNTANTS & BUSINESS ADVISORS PTY LTD
Licence Number000488437
Licence ABN 82143591253
Issue Date2017-02-17
LocalityBURLEIGH WATERS
StateQLD
Postcode4220
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:
    • 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
001264841 STUART RICHARD BULKELEY Current 2017-02-18

Office Location

LocalityBURLEIGH WATERS
StateQLD
Postcode4220
CountryAustralia

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ELKCORP PTY LTD 2012-03-23 Burleigh Heads, QLD 4220, Australia
ZODIAC SECURITIES PTY LTD 2011-04-20 Burleigh Heads, QLD 4220, Australia
INVESTORS EXCHANGE LIMITED 2006-08-09 Burleigh Heads, QLD 4220, Australia
JOHNSON PACIFIC PTY. LTD. 2004-03-10 Burleigh Heads, QLD 4220, Australia
AUSTRALIAN INSURANCE SOLUTIONS PTY LTD 2004-03-01 Burleigh Heads, QLD 4220, Australia
AUSTBROKERS COAST TO COAST PTY LTD 2004-01-31 Burleigh Heads, QLD 4220, Australia
FIRST MORTGAGE MANAGED INVESTMENTS LIMITED 2003-06-03 Burleigh Heads, QLD 4220, 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

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Postal Code 4220

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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.