BLUEBIRD PORTFOLIO SERVICES PTY LTD

address: Bulleen, VIC 3105, Australia

BLUEBIRD PORTFOLIO SERVICES PTY LTD (Licence# 000503266) 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 23, 2018.

Service Overview

Register Name AFS Licence
Licence Name BLUEBIRD PORTFOLIO SERVICES PTY LTD
Licence Number 000503266
Licence ABN 91620481218
Issue Date 2018-04-23
Locality BULLEEN
State VIC
Postcode 3105
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • interests in managed investment schemes limited to:
      • MDA services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities; and
      • superannuation; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • interests in managed investment schemes limited to:
        • MDA services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities; and
        • superannuation;
to retail and wholesale clients.

Office Location

Locality BULLEEN
State VIC
Postcode 3105
Country Australia

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TELSTRA SUPER FINANCIAL PLANNING PTY LTD 2002-04-22 Melbourne, VIC 3000, Australia
GERLING & COMPANY PTY LIMITED 2002-08-22 Westleigh, NSW 2120, Australia
HAWKESBRIDGE CAPITAL PTY LIMITED 2002-06-13 Sydney, NSW 2000, Australia
HAYES STERLING PTY. LIMITED 2002-05-31 Norwood, SA 5067, Australia
TOWNSHEND CAPITAL PTY LTD 2002-09-11 North Fremantle, WA 6159, Australia
ODYSSEY EQUITY FINANCE PTY. LTD. 2002-06-04 South Melbourne, VIC 3205, Australia
PENGANA INVESTMENT MANAGEMENT LIMITED 2002-06-05 Sydney, NSW 2000, Australia

Competitor

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Postal Code 3105

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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.