Toggle navigation
AFS Licensees Search
Datasets
Australian Financial Services Licensees
Banned and Disqualified | ASIC
Registered Liquidators | ASIC
Registered Auditors Australia | ASIC
Australian Financial Services Authorised Representatives
Australian Credit Licences (ACL)
Credit Representatives | ASIC
Financial Advisers Australia (FAA)
Self-managed superannuation fund (SMSF) auditors | ASIC
Search
Browse by name
"
#
$
(
.
0
1
2
3
4
5
6
7
8
9
@
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
Browse by locality
3
4
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
Y
Z
b
Home
Australian Financial Services Authorised Representatives
S.a. Portfolio Planners Pty. Ltd.
S.a. Portfolio Planners Pty. Ltd.
Name
S.a. Portfolio Planners Pty. Ltd.
Status
Current
AFS Representative Number
242050
AFS Licence Number
245451
ABN
49008163522
ACN
8163522
Other roles
–
Address
Adelaide
, 5000, SA
Licenses
S.a. Portfolio Planners Pty. Ltd.
Current
from June 1, 2021
Status
Current
AFS Licence Number
245451
Start date
June 1, 2021
Capabilities
Provide financial product advice
Deal in a financial product/Apply for, acquire, vary or dispose of financial products on behalf of another
Deal in a financial product/Issue, apply for, acquire, vary or dispose of a financial product
S.a. Portfolio Planners Pty. Ltd.
Ceased
Dec. 1, 2003 – May 31, 2021
Status
Ceased
AFS Licence Number
230690
Start date
Dec. 1, 2003
End date
May 31, 2021
Capabilities