FB ADVICE PTY LTD

Address: Bendigo, VIC 3550, Australia

FB ADVICE PTY LTD (Licence# 000506314) 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 7, 2018.

Service Overview

Register Name AFS Licence
Licence Name FB ADVICE PTY LTD
Licence Number 000506314
Licence ABN 51624475181
Issue Date 2018-05-07
Locality BENDIGO
State VIC
Postcode 3550
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;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • 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;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000431660 MELISSA JOY BUTLER Current 2018-06-05
000431661 JOHN THOMAS FLETCHER Current 2018-06-05

Office Location

Locality BENDIGO
State VIC
Postcode 3550
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
GUILDFORD ACCOUNTING & FINANCIAL SERVICES PTY LTD 2017-11-22 Bendigo, VIC 3550, Australia
RIMBAL INVESTMENT SERVICES PTY LTD 2015-05-14 Bendigo, VIC 3550, Australia
KILTER INVESTMENTS PTY LTD 2012-03-08 Bendigo, VIC 3550, Australia
50PLUS PTY LTD 2009-03-31 Bendigo, VIC 3550, Australia
SOLUTIONS BENDIGO PTY LTD 2008-11-06 Bendigo, VIC 3550, Australia
ACTUATEIB PTY LTD 2008-06-11 Bendigo, VIC 3550, Australia
VILLAWOOD ONE PTY LTD 2007-03-27 Bendigo, VIC 3550, Australia
AUSTRALIAN FRIENDLY SOCIETY LTD 2004-03-10 Bendigo, VIC 3550, Australia
BENDIGO INSURANCE BROKERS PTY. LTD. 2004-03-01 Bendigo, VIC 3550, Australia
BENDIGO AND ADELAIDE BANK LIMITED 2004-02-16 Bendigo, VIC 3550, Australia

Competitor

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Postal Code 3550

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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.