Legacy Financial Planning Pty. Ltd.
This is the public ASIC register record for Legacy 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
- 519446
- Status
- Current
- Issued
- 2020-01-22
- ABN
- 91 167 254 202
- Location
- MARGARET RIVER, WA
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;
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation; 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;
deposit products other than basic deposit products;
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;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities; and
superannuation;
to retail and wholesale clients.
Related licences & representatives (3)
Frequently asked questions about AFSL 519446
What is AFSL 519446?
AFSL 519446 is the Australian Financial Services Licence held by Legacy Financial Planning Pty. Ltd., recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 519446 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 519446, the licensee is authorised for Deposit Products, Life Insurance, Managed Investments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 519446?
Look up the company or AFSL 519446 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.