EXCELSIUS ASSET MANAGEMENT PTY LTD

Address: Melbourne, VIC 3000, Australia

EXCELSIUS ASSET MANAGEMENT PTY LTD (Licence# 000506202) 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 2, 2018.

Service Overview

Register Name AFS Licence
Licence Name EXCELSIUS ASSET MANAGEMENT PTY LTD
Licence Number 000506202
Licence ABN 51623510449
Issue Date 2018-05-02
Locality MELBOURNE
State VIC
Postcode 3000
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:
    • deposit and payment products limited to:
      • basic deposit products; and
    • interests in managed investment schemes limited to:
      • own managed investment scheme only;
  • 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; and
      • general insurance products; 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 MELBOURNE
      State VIC
      Postcode 3000
      Country Australia

      Financial services with the same postcode

      Service Name Issue Date Locality
      BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
      AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
      JINDING FINANCIAL SERVICES PTY LTD 2018-07-11 Melbourne, VIC 3000, Australia
      GALAXY CROWDFUNDING PTY LTD 2018-07-03 Melbourne, VIC 3000, Australia
      SOMERSET CAPITAL FINANCIAL SERVICES PTY LTD 2018-06-14 Melbourne, VIC 3000, Australia
      TUXEDO MONEY PTY. LTD. 2018-06-13 Melbourne, VIC 3000, Australia
      ZINC ENERGY PTY LTD 2018-05-29 Melbourne, VIC 3000, Australia
      APOLLO LEAGUE PTY LTD 2018-05-08 Melbourne, VIC 3000, Australia
      CAPITAL GUARDIANS PTY. LTD. 2018-04-12 Melbourne, VIC 3000, Australia
      VANTISCO CAPITAL ADVISERS PTY LTD 2018-03-22 Melbourne, VIC 3000, Australia

      Competitor

      Search similar business entities

      Postal Code 3000

      Improve Information

      Please comment or provide details below to improve the information on .

      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.