True Oak Investments Pty Ltd
This is the public ASIC register record for True Oak Investments Pty Ltd's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.
Licence overview
- AFSL
- 238184
- Status
- Current
- Issued
- 2004-02-12
- ABN
- 81 002 558 956
- Location
- GOULBURN, NSW
Authorised financial services
Licence conditions41 items
This licence authorises the licensee to carry on a financial services business to provide financial service(s) limited to:
Provide financial product advice limited to personal and general financial product advice limited to:
Australian carbon credit units to wholesale clients;
basic deposit products to wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to wholesale clients;
derivatives to wholesale clients;
eligible international emissions units to wholesale clients;
general insurance products to wholesale clients;
life products limited to life risk insurance products to wholesale clients;
managed investment schemes excluding IDPS to wholesale clients;
securities to wholesale clients; and
superannuation to wholesale clients.
Provide financial product advice limited to general financial product advice limited to:
Australian carbon credit units to retail clients;
basic deposit products to retail clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail clients;
eligible international emissions units to retail clients;
general insurance products to retail clients;
life products limited to life risk insurance products to retail clients;
managed investment schemes excluding IDPS to retail clients;
securities to retail clients; and
superannuation to retail clients.
Deal in a financial product limited to issue, apply for, acquire, vary or dispose of a financial product limited to:
derivatives to wholesale clients;
managed investment schemes excluding IDPS to wholesale clients; and
securities to wholesale clients.
Deal in a financial product limited to apply for, acquire, vary or dispose of a financial product on behalf of another person limited to:
Australian carbon credit units to retail and wholesale clients;
basic deposit products to retail and wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;
derivatives to wholesale clients;
eligible international emissions units to retail and wholesale clients;
general insurance products to retail and wholesale clients;
life products limited to life risk insurance products to retail and wholesale clients;
managed investment schemes excluding IDPS to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
Deal in a financial product limited to arrange for another person to issue, apply for, acquire, vary or dispose of a financial product limited to:
managed investment schemes excluding IDPS to retail and wholesale clients; and
securities to retail and wholesale clients.
Provide a custodial or depository service other than IDPS to wholesale clients.
Related licences & representatives (189)
Showing 60 of 189 related records.
Frequently asked questions about AFSL 238184
What is AFSL 238184?
AFSL 238184 is the Australian Financial Services Licence held by True Oak Investments Pty Ltd, recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 238184 is current and active. Status can change, so confirm on ASIC Connect for time-critical decisions.
What is this licensee authorised to do?
Under AFSL 238184, the licensee is authorised for Credit & Lending, Custodial Services, Deposit Products, Derivatives, General Insurance, Life Insurance, Managed Investments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 238184?
Look up the company or AFSL 238184 on ASIC Connect, then compare the status and details there with this page.
Is this the official ASIC register?
No. AFSL Search is an independent lookup tool built on public ASIC register data — not affiliated with ASIC. Rely on ASIC Connect for official confirmation.