AVANTI FINANCIAL GROUP PTY LTD

Address: Newcastle, NSW 2300, Australia

AVANTI FINANCIAL GROUP PTY LTD (Licence# 000509033) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 2, 2018.

Service Overview

Register Name AFS Licence
Licence Name AVANTI FINANCIAL GROUP PTY LTD
Licence Number 000509033
Licence ABN 75625789184
Issue Date 2018-07-02
Locality NEWCASTLE
State NSW
Postcode 2300
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment 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
000259909 TRISTEN GRAHAM COSGROVE Current 2018-07-07
000277746 JONATHAN GARNET ALCHIN Current 2018-07-07
000304958 LEON REGINALD JONES Current 2018-07-07
001238976 SAMUEL SCHMARR Current 2018-07-07

Office Location

Locality NEWCASTLE
State NSW
Postcode 2300
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
NEWVISION ACCOUNTING PTY LTD 2017-06-27 Newcastle, NSW 2300, Australia
PETRUS SUPERANNUATION PTY LIMITED 2017-03-29 Newcastle, NSW 2300, Australia
DAVIDSON ACCOUNTANTS SERVICES PTY LIMITED 2016-10-18 Bar Beach, NSW 2300, Australia
DOYLE PARTNERS FINANCIAL SERVICES PTY LTD 2016-02-10 Newcastle, NSW 2300, Australia
INFINITY MANAGEMENT PTY LTD 2015-12-22 Newcastle, NSW 2300, Australia
CUTCHER & NEALE FINANCIAL SERVICES PTY LTD 2013-04-09 Newcastle, NSW 2300, Australia
CURRENCYFAIR AUSTRALIA PTY LTD 2011-08-03 Newcastle, NSW 2300, Australia
PWW LICENSEE PTY LTD 2011-07-29 Newcastle, NSW 2300, Australia
NOVA MUTUAL LIMITED 2004-03-01 Newcastle, NSW 2300, Australia
TOTAL INSURANCE NETWORK PTY LIMITED 2004-02-20 Cooks Hill, NSW 2300, Australia

Competitor

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Postal Code 2300

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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.