WHITEHILL KEIR PTY LTD

address: Brisbane, QLD 4000, Australia

WHITEHILL KEIR PTY LTD (Licence# 000488673) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 13, 2017.

Service Overview

Register NameAFS Licence
Licence NameWHITEHILL KEIR PTY LTD
Licence Number000488673
Licence ABN 93604832411
Issue Date2017-04-13
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:
    • 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
001255103 PHILIP IAN KEIR Current 2017-05-30
001255103 PHILIP IAN KEIR Ceased 2015-07-01

Office Location

LocalityBRISBANE
StateQLD
Postcode4000
CountryAustralia

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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

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Postal Code 4000

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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.