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Cpg Financial Services Pty ltd

AFS License Number
436802
Name
Cpg Financial Services Pty ltd
ABN/ACN/ARBN
96162617843
Licensee issued
May 21, 2013
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice only, for the following classes of financial products:
interests in managed investment schemes excluding investor directed portfolio services; and
securities;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
management or mitigation of the financial consequences of particular circumstances happening; or
avoiding or limiting the financial consequences of fluctuations, in or in the value or, receipts or costs (including prices and interest rates);
interests in managed investment schemes excluding investor directed portfolio services; and
securities; and
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 limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
management or mitigation of the financial consequences of particular circumstances happening; or
avoiding or limiting the financial consequences of fluctuations, in or in the value or, receipts or costs (including prices and interest rates);
general insurance products;
interests in managed investment schemes excluding investor directed portfolio services; and
securities; and
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;
to wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings