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Private Financial Advisory Pty Ltd

CurrentAustralian Financial Services LicenceAFSL 464933

This is the public ASIC register record for Private Financial 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
464933
Status
Current
Issued
2015-01-21
ABN
85 601 275 718
Location
LOWER PLENTY, VIC
Monitor this licence for status changesFree →

Authorised financial services

Licence conditions24 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:

superannuation limited to:

self-managed superannuation fund;

a person s existing holding in a superannuation product but only to the extent required for:

making a recommendation that the person establish a self-managed superannuation fund; and

providing advice to the person on contributions or pensions under a superannuation product;

provide class of financial product advice for the following classes of financial products:

deposit and payment products limited to:

basic deposit products;

general insurance products;

life products limited to:

life risk insurance products;

simple managed investment schemes;

securities; and

superannuation; and

deal in a financial product by:

arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:

superannuation limited to:

self-managed superannuation fund; and

arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:

superannuation limited to:

self-managed superannuation fund;

to retail clients.

Frequently asked questions about AFSL 464933

What is AFSL 464933?

AFSL 464933 is the Australian Financial Services Licence held by Private Financial Advisory Pty Ltd, recorded on ASIC's AFSL register.

Is this licence current?

On the latest public ASIC data shown here, AFSL 464933 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 464933, the licensee is authorised for Deposit Products, General Insurance, Life Insurance, Managed Investments, Securities and Superannuation. The exact authorisations and conditions are listed above.

How do I verify AFSL 464933?

Look up the company or AFSL 464933 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.

AFSL 464933 — PRIVATE FINANCIAL ADVISORY PTY LTD (LOWER PLENTY, VIC)