Advocate Advisory Pty. Ltd.
This is the public ASIC register record for Advocate Advisory 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
- 405576
- Status
- Current
- Issued
- 2011-07-01
- ABN
- 14 150 153 503
- Location
- MELBOURNE, VIC
Authorised financial services
Licence conditions34 items
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;
derivatives;
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;
derivatives;
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.
Related licences & representatives (45)
Frequently asked questions about AFSL 405576
What is AFSL 405576?
AFSL 405576 is the Australian Financial Services Licence held by Advocate Advisory Pty. Ltd., recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 405576 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 405576, the licensee is authorised for Credit & Lending, Deposit Products, Derivatives, Life Insurance, Managed Investments, Non-Cash Payments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 405576?
Look up the company or AFSL 405576 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.