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Summerland Financial Services Limited

CurrentAustralian Financial Services LicenceAFSL 239238

This is the public ASIC register record for Summerland Financial Services Limited's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.

Licence overview

AFSL
239238
Status
Current
Issued
2004-02-15
ABN
23 087 650 806
Location
LISMORE, NSW
Monitor this licence for status changesFree →

Authorised financial services

Licence conditions39 items

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;

derivatives;

general insurance products;

debentures, stocks or bonds issued or proposed to be issued by a government;

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;

securities; and

superannuation; 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; and

derivatives; 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;

derivatives;

general insurance products;

debentures, stocks or bonds issued or proposed to be issued by a government;

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;

securities; and

superannuation;

to retail and wholesale clients.

Related licences & representatives (1)

Frequently asked questions about AFSL 239238

What is AFSL 239238?

AFSL 239238 is the Australian Financial Services Licence held by Summerland Financial Services Limited, recorded on ASIC's AFSL register.

Is this licence current?

On the latest public ASIC data shown here, AFSL 239238 is current and active. Status can change, so confirm on ASIC Connect for time-critical decisions.

What is this licensee authorised to do?

Under AFSL 239238, the licensee is authorised for Deposit Products, Derivatives, General Insurance, Life Insurance, Managed Investments, Non-Cash Payments, Securities and Superannuation. The exact authorisations and conditions are listed above.

How do I verify AFSL 239238?

Look up the company or AFSL 239238 on ASIC Connect, then compare the status and details there with this page.

Is this the official ASIC register?

No. AFSL Search is an independent lookup tool built on public ASIC register data — not affiliated with ASIC. Rely on ASIC Connect for official confirmation.