VERTEX ASSET MANAGEMENT PTY LTD

address: Port Adelaide, SA 5015, Australia

VERTEX ASSET MANAGEMENT PTY LTD (Licence# 000504577) 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 27, 2018.

Service Overview

Register Name AFS Licence
Licence Name VERTEX ASSET MANAGEMENT PTY LTD
Licence Number 000504577
Licence ABN 45623013892
Issue Date 2018-04-27
Locality PORT ADELAIDE
State SA
Postcode 5015
Country Australia

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:
    • interests in managed investment schemes excluding investor directed portfolio services;
  • 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 excluding investor directed portfolio services; 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; and
      • interests in managed investment schemes excluding investor directed portfolio services; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to wholesale clients.

      Office Location

      Locality PORT ADELAIDE
      State SA
      Postcode 5015
      Country Australia

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      Postal Code 5015

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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.

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