BURNHAM FUNDS MANAGEMENT PTY LTD

Address: South Melbourne, VIC 3205, Australia

BURNHAM FUNDS MANAGEMENT PTY LTD (Licence# 000494272) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 1, 2018.

Service Overview

Register Name AFS Licence
Licence Name BURNHAM FUNDS MANAGEMENT PTY LTD
Licence Number 000494272
Licence ABN 69615095451
Issue Date 2018-08-01
Locality SOUTH MELBOURNE
State VIC
Postcode 3205
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice to wholesale clients for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
      • management or mitigation of the financial consequences of particular circumstances happening; or
      • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
      • foreign exchange contracts restricted to foreign exchange contracts utilised for the management of financial risk (hedging) which only have the purposes of:
      • management or mitigation of the financial consequences of particular circumstances happening; or
      • avoiding or limiting the financial consequences of fluctuations in the rate of exchange of foreign currency;
      • interests in managed investment schemes including:
      • investor directed portfolio services; and
      • securities;
  • provide general financial product advice to both retail and wholesale clients for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
      • management or mitigation of the financial consequences of particular circumstances happening; or
      • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
      • foreign exchange contracts restricted to foreign exchange contracts utilised for the management of financial risk (hedging) which only have the purposes of:
      • management or mitigation of the financial consequences of particular circumstances happening; or
      • avoiding or limiting the financial consequences of fluctuations in the rate of exchange of foreign currency;
      • interests in managed investment schemes including:
      • investor directed portfolio services; and
      • securities;
  • deal in a financial product to both retail and wholesale clients by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
      • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
        • foreign exchange contracts restricted to foreign exchange contracts utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations in the rate of exchange of foreign currency;
        • 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 limited to:
        • basic deposit products;
        • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
        • foreign exchange contracts restricted to foreign exchange contracts utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations in the rate of exchange of foreign currency;
        • interests in managed investment schemes including:
        • investor directed portfolio services; and
        • securities;
  • provide the following custodial or depository services to both retail and wholesale clients:
    operate custodial or depository services other than investor directed portfolio services.

    Office Location

    Locality SOUTH MELBOURNE
    State VIC
    Postcode 3205
    Country Australia

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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.