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Fortlake Asset Management Limited

CurrentAustralian Financial Services LicenceAFSL 550478

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

Licence overview

AFSL
550478
Status
Current
Issued
2025-01-28
ABN
30 643 640 939
Location
SYDNEY, NSW
Monitor this licence for status changesFree →

Authorised financial services

Licence conditions30 items

This licence authorises the licensee to carry on a financial services business to:

provide general financial product advice to retail and wholesale clients 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;

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:

issuing, applying for, acquiring, varying or disposing of a financial product to retail and wholesale clients in respect of the following classes of financial products:

derivatives;

foreign exchange contracts; and

issuing, applying for, acquiring, varying or disposing of a financial product to wholesale clients in respect of the following classes of financial products:

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

applying for, acquiring, varying or disposing of a financial product on behalf of another person to retail and wholesale clients in respect of the following classes of products:

deposit and payment products limited to:

basic deposit products;

deposit products other than basic deposit products;

derivatives;

foreign exchange contracts;

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

underwriting to retail and wholesale clients:

interests in managed investment schemes; and

an issue of securities; and

provide the following custodial or depository services to retail and wholesale clients:

operate custodial or depository services other than investor directed portfolio services.

Related licences & representatives (1)

Frequently asked questions about AFSL 550478

What is AFSL 550478?

AFSL 550478 is the Australian Financial Services Licence held by Fortlake Asset Management Limited, recorded on ASIC's AFSL register.

Is this licence current?

On the latest public ASIC data shown here, AFSL 550478 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 550478, the licensee is authorised for Custodial Services, Deposit Products, Derivatives, Foreign Exchange, Managed Investments and Securities. The exact authorisations and conditions are listed above.

How do I verify AFSL 550478?

Look up the company or AFSL 550478 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 550478 — FORTLAKE ASSET MANAGEMENT LIMITED (SYDNEY, NSW)