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Strategic Financial Management Pty. Ltd.

CurrentAustralian Financial Services LicenceAFSL 438950

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

Licence overview

AFSL
438950
Status
Current
Issued
2013-06-14
ABN
44 069 987 748
Location
HAWTHORN, VIC
Monitor this licence for status changesFree →

Authorised financial services

Licence conditions23 items

This licence authorises the licensee to carry on a financial services business to provide financial service(s) limited to:

Provide financial product advice limited to personal and general financial product advice limited to:

basic deposit products to retail and wholesale clients;

debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;

life products limited to investment life insurance products to retail and wholesale clients;

life products limited to life risk insurance products to retail and wholesale clients;

managed investment schemes including IDPS to retail and wholesale clients;

margin lending facilities limited to standard facilities to retail and wholesale clients;

non-basic deposit products to retail and wholesale clients;

retirement savings accounts to retail and wholesale clients;

securities to retail and wholesale clients; and

superannuation to retail and wholesale clients.

Deal in a financial product limited to apply for, acquire, vary or dispose of a financial product on behalf of another person limited to:

basic deposit products to retail and wholesale clients;

debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;

life products limited to investment life insurance products to retail and wholesale clients;

life products limited to life risk insurance products to retail and wholesale clients;

managed investment schemes including IDPS to retail and wholesale clients;

margin lending facilities limited to standard facilities to retail and wholesale clients;

non-basic deposit products to retail and wholesale clients;

retirement savings accounts to retail and wholesale clients;

securities to retail and wholesale clients; and

superannuation to retail and wholesale clients.

Related licences & representatives (8)

Frequently asked questions about AFSL 438950

What is AFSL 438950?

AFSL 438950 is the Australian Financial Services Licence held by Strategic Financial Management Pty. Ltd., recorded on ASIC's AFSL register.

Is this licence current?

On the latest public ASIC data shown here, AFSL 438950 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 438950, the licensee is authorised for Credit & Lending, Deposit Products, Life Insurance, Managed Investments, Securities and Superannuation. The exact authorisations and conditions are listed above.

How do I verify AFSL 438950?

Look up the company or AFSL 438950 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.