ARMITAGE ASSOCIATES PTY LTD

address: Melbourne, VIC 3000, Australia

ARMITAGE ASSOCIATES PTY LTD (Licence# 000502602) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 15, 2018.

Service Overview

Register NameAFS Licence
Licence NameARMITAGE ASSOCIATES PTY LTD
Licence Number000502602
Licence ABN 87611079157
Issue Date2018-03-15
LocalityMELBOURNE
StateVIC
Postcode3000
CountryAustralia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice only, 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 excluding investor directed portfolio services; and
      • securities;
  • 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:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; 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;
      • 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;
        • general insurance products;
        • interests in managed investment schemes excluding investor directed portfolio services; and
        • securities; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to wholesale clients.

      Office Location

      LocalityMELBOURNE
      StateVIC
      Postcode3000
      CountryAustralia

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      Postal Code 3000

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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.

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