Download this database for offline use

Collins St. Investment Advisors Pty. Ltd.

AFS License Number
243305
Name
Collins St. Investment Advisors Pty. Ltd.
ABN/ACN/ARBN
18004169779
Licensee issued
March 10, 2004
Address
Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
interests in managed investment schemes excluding investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; 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:
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
interests in managed investment schemes excluding investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Allan Russell Smith1999Company Directors' Diploma - UNE ~ Diploma Financial Planning - Deakin ~ Graduate Diploma Industrial Management - Swinburne ~ Master of Business Adminstration - RMIT
 Neville William Houghton1995PS146 - UTS
 Peter Talevski2011Associate Dip Accounting - Kangan ~ Bachelor of Commerce - LaTrobe ~ Diploma Financial Planning - Deakin
 Phillip Tomal2007Bachelor of Business - RMIT