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Plenary Funds Management Pty Ltd

CurrentAustralian Financial Services LicenceAFSL 535601

This is the public ASIC register record for Plenary Funds 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
535601
Status
Current
Issued
2022-06-03
ABN
33 647 661 372
Location
SYDNEY, NSW
Monitor this licence for status changesFree →

Authorised financial services

Licence conditions29 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;

foreign exchange contracts;

general insurance products;

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

interests in managed investment schemes excluding investor directed portfolio services; and

securities; and

deal in a financial product by:

arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:

derivatives;

foreign exchange contracts;

interests in managed investment schemes excluding investor directed portfolio services; and

securities; and

applying for, acquiring, varying or disposing of financial products in respect of the following classes of financial products on behalf of another person:

deposit and payment products limited to:

basic deposit products;

deposit products other than basic deposit products;

derivatives;

foreign exchange contracts;

general insurance products;

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

interests in managed investment schemes including:

investor directed portfolio services; and

securities;

to wholesale clients.

Related licences & representatives (1)

Frequently asked questions about AFSL 535601

What is AFSL 535601?

AFSL 535601 is the Australian Financial Services Licence held by Plenary Funds Management Pty Ltd, recorded on ASIC's AFSL register.

Is this licence current?

On the latest public ASIC data shown here, AFSL 535601 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 535601, the licensee is authorised for Deposit Products, Derivatives, Foreign Exchange, General Insurance, Managed Investments and Securities. The exact authorisations and conditions are listed above.

How do I verify AFSL 535601?

Look up the company or AFSL 535601 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.

AFSL 535601 — PLENARY FUNDS MANAGEMENT PTY LTD (SYDNEY, NSW)