SHERRIN PARTNERS SERVICES PTY LTD

Address: Brisbane, QLD 4000, Australia

SHERRIN PARTNERS SERVICES PTY LTD (Licence# 000497949) 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 23, 2017.

Service Overview

Register Name AFS Licence
Licence Name SHERRIN PARTNERS SERVICES PTY LTD
Licence Number 000497949
Licence ABN 38617870836
Issue Date 2017-08-23
Locality BRISBANE
State QLD
Postcode 4000
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:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit 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;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • 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;
      • deposit products other than basic deposit 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001266910 ROBERT LOUIS VAJDA Current 2018-08-20
000253385 BRUCE ANDREW BEAKEY Current 2018-04-02
000270485 MICHELLE MILLSOM Current 2018-04-02
000271307 ANTHONY PHILLIP BROWN Current 2018-04-02
000276366 KENNETH OWEN HANLON Current 2018-04-02
000303525 NATHAN YUILLE Current 2018-04-02
000334279 STUART CARTER Current 2018-04-02
001254017 WILLIAM JOHN OSWELL Current 2018-04-02
000332614 MARK STUART LAUDER Current 2018-03-26

Office Location

Locality BRISBANE
State QLD
Postcode 4000
Country Australia

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TRUEBELL CAPITAL PTY LTD 2018-07-09 Brisbane, QLD 4000, Australia
DAIRY FUND MANAGEMENT LIMITED 2018-05-22 Brisbane, QLD 4000, Australia
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
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
CAPSTONE GLOBAL AUSTRALIA PTY LTD 2017-06-15 Brisbane, QLD 4000, Australia

Competitor

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Postal Code 4000

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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.