An exciting opportunity has emerged to acquire an Australian Financial Services License (AFSL) company with a credit license, providing a solid foundation for individuals or entities looking to enter or expand within the financial services sector in Australia. Established in 2004, this company offers a reputable track record and a range of financial services to cater to diverse client needs.
Key Details:
- Year of Registration: The company was registered in 2004, establishing a long-standing presence in the financial services industry and reflecting credibility and experience.
- Banking Relationship: The company operates with a bank account at St. George Bank, ensuring efficient financial transactions and operations.
- Assistance with Responsible Manager: Assistance will be provided to find a new responsible manager, ensuring compliance with regulatory requirements and operational continuity.
License Authorizations:
The Ready Made AFSL license authorizes the licensee to carry on a financial services business, including:
- Providing Financial Product Advice: Offering advice on financial products, including life products, interests in managed investment schemes, and securities, catering to both retail and wholesale clients.
- Dealing in Financial Products: Engaging in the dealing of financial products, including applying for, acquiring, varying, or disposing of financial products on behalf of another person.
- Credit License: The license includes authorization for credit-related activities, enabling the company to offer credit services to clients.
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