Spi Funds Management Pty ltd

AFS License Number
407113
Name
Spi Funds Management Pty ltd
ABN/ACN/ARBN
97150568282
Licensee issued
Sept. 8, 2011
Address
Port Melbourne, 3207, VIC

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:
deposit and payment products limited to:
basic deposit products;
general insurance products;
interests in managed investment schemes excluding investor directed portfolio services; and
from 1 July 2022, securities in a CCIV; 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:
deposit and payment products limited to:
basic deposit products;
general insurance products;
interests in managed investment schemes excluding investor directed portfolio services; and
securities;
arranging for another person to issue, vary or dispose of a financial product in respect of the following classes of financial products:
interests in managed investment schemes excluding investor directed portfolio services;
to wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings