Heritage Bank Limited

AFS License Number
240984
Name
Heritage Bank Limited
ABN/ACN/ARBN
32087652024
Licensee issued
Feb. 23, 2004
Address
Toowoomba, 4350, QLD

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:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
general insurance products;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
financial products limited to:
miscellaneous financial risk products limited to foreign currency risk products; and
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:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997); and
financial products limited to:
miscellaneous financial risk products limite to foreign currency risk products; 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 including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
general insurance products;
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;
superannuation; and
financial products limited to:
miscellaneous financial risk products limited to foreign currency risk products;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings