SARTO ADVISORY PTY LTD

Address: Bronte, NSW 2024, Australia

SARTO ADVISORY PTY LTD (Licence# 000501994) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 3, 2018.

Service Overview

Register Name AFS Licence
Licence Name SARTO ADVISORY PTY LTD
Licence Number 000501994
Licence ABN 39621067883
Issue Date 2018-05-03
Locality BRONTE
State NSW
Postcode 2024
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;
    • derivatives limited to exchange traded options;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities; and
      • standard margin lending facility; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives limited to exchange traded options; and
    • 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;
      • derivatives limited to exchange traded options;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities; and
        • standard margin lending facility;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001262465 HAMISH ANDREW FOLETTA Current 2018-07-02
001262755 LEANNE NICOLE FEWSTER Current 2018-07-01
001262465 HAMISH ANDREW FOLETTA Ceased 2018-07-01

Office Location

Locality BRONTE
State NSW
Postcode 2024
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ACOVA CAPITAL PTY. LTD. 2018-07-19 Bronte, NSW 2024, Australia
COLINTON CAPITAL PARTNERS PTY LTD 2017-11-10 Bronte, NSW 2024, Australia
SIGMA GLOBAL PTY LTD 2012-11-19 Bronte, NSW 2024, Australia
PURVIS BARR AND ASSOCIATES PTY LTD 2011-07-04 Bronte, NSW 2024, Australia
MARKET PRAXIS PTY LTD 2010-10-18 Waverley, NSW 2024, Australia

Financial services with the same locality

Service Name Issue Date Locality
ACOVA CAPITAL PTY. LTD. 2018-07-19 Bronte, NSW 2024, Australia
COLINTON CAPITAL PARTNERS PTY LTD 2017-11-10 Bronte, NSW 2024, Australia
SIGMA GLOBAL PTY LTD 2012-11-19 Bronte, NSW 2024, Australia
PURVIS BARR AND ASSOCIATES PTY LTD 2011-07-04 Bronte, NSW 2024, Australia

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CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 2024

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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.