Oreon Financial Planning Pty Ltd
This is the public ASIC register record for Oreon Financial Planning 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
- 470507
- Status
- Current
- Issued
- 2015-03-13
- ABN
- 35 146 245 865
- Location
- KENT TOWN, SA
Authorised financial services
Licence conditions27 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 limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
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:
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
derivatives;
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 (3)
Frequently asked questions about AFSL 470507
What is AFSL 470507?
AFSL 470507 is the Australian Financial Services Licence held by Oreon Financial Planning Pty Ltd, recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 470507 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 470507, the licensee is authorised for Deposit Products, Derivatives, Life Insurance, Managed Investments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 470507?
Look up the company or AFSL 470507 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.