Australian Financial Services Licensing (AFSL) Forum

This topic contains 71 replies, has 8 voices, and was last updated by  Richard Webb 23 hours, 6 minutes ago.

Viewing 15 posts - 1 through 15 (of 72 total)
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  • #5108 Reply

    David

    Do you know of or have an AFSL company for sale – with or without a book if clients.

    Please email me – dstoneman8191@yahoo.com

    #5196 Reply

    Paul Gerrard

    Hi David,

    Are you wanting to buy a company that has an AFSL?

    I have a company with AFSL to sell.

    Paul Gerrard

     

    #5197 Reply

    david

    Hi Paul,

     

    Whats your best contact number?

    #5198 Reply

    Paul Gerrard

    Contact me on:

    0406 324477   or  (08) 8355 5928

    email pg@aptstrategy.com.au

    Paul Gerrard

     

    #5207 Reply

    Dustin Carlsson

    Hello Paul,

    I’m interested to know more about the company with AFSL that is available.

     

    I have send you an email.

    Kind regards,

    Dustin Carlsson

    #5226 Reply

    Kevin Lacey
    Member

    Hi Paul & David,

    Our company is currently looking for business savy extrovert people throughout Australia to partner with us using the unique AFSL we have.

    Feel free to call me on 0457 380 484 or email me on kevin@firstindex.com.

    Kind Regards

    Kevin Lacey

     

    #5227 Reply

    Kevin Lacey
    Member

    Hi Dustin,

    Feel free to reach out to me on 0457 380 484 or via email at kevin@firstindex.com.

    Kind Regards

    Kevin Lacey

    #5353 Reply

    Peter Khoury

    hey guys for all those interested in buying into a not for profit AFSL for advisors run from advisors feel free to give this guy a call on 0416803555

     

    so far there are almost 250 advisors signed up for a co-op that reduces the fixed dealer fees of an afsl from 40k p.a to $3k p.a and no dealer splits

     

    #5356 Reply
    VanMac
    SAJ MacDonald

    Hello All,

    I am in Market to buy an AFSL with ability to issue (MIS) and Custody etal… offers under $175k TBN

    In addition i have a wholesale AFSL Advice Only AFSL for sale – offers around $120k TBN (To Be Negotiated)

    We also can provide RM’s and if required coordinate fund service providers and issue and manage new funds

    Finally i would be pleased to talk to retail AFSL promoter as i have several ideas for such a group…

    Many thanks

    Scott@vanmac.com.au

    ps Congrat’s for establishing this Forum…

    #5358 Reply

    Tau Kumar

    We have an AFSL for sale. Includes custodian authorisation. Wholesale /MIS/ Unregistered. Responsible managers also available if required.

    You can contact me on 0430 836 605 or email me at: ceocmda@gmail.com

    Thanks

    Tau

    #5374 Reply

    ricky

    We are looking to buy AFSL to provide stock market general advise to retail customers. Let us know if anyone is interested in selling their afsl.

    #5383 Reply

    Tau

    AFSL available for Managed Funds.
    Can appoint a representative licence either at individual or corporate level.
    Low cost entry into Funds Management, Property Funds for wholesale clients only.
    Issuance of unregistered MIS/MIT schemes, Custodian, General Insurance, Derivatives, etc.

    email to ceocmda@gmail.com with your details:
    entity name,
    type and scale of current operations,
    contact name
    email
    contact phone number.

    Thanks
    Tau
    mobile: 0430 836 605

    #5387 Reply

    Charles

    Hi,

    We are looking to purchase a company with a AFSL license, with or without clients. We would like to advise retail & wholesale clients on financial planning and investments. Please email charles@camsservices.com.au

    Regards

    Charles

    #5395 Reply

    Tony

    Hi David.

    Did you buy Paul’s AFSL?

    #5399 Reply

    Dan

    I have an AFSL available with the following authorisations:

    (a) provide general financial product advice for
    the following classes of financial products:
    (i) deposit and payment products limited
    to:
    (A) basic deposit products;
    (ii) interests in managed investment
    schemes excluding investor directed
    portfolio services; and
    (iii) securities; and
    (b) deal in a financial product by:
    (i) applying for, acquiring, varying or
    disposing of a financial product on
    behalf of another person in respect of
    the following classes of products:
    (A) deposit and payment products
    limited to:
    (1) basic deposit products;
    (B) interests in managed investment
    schemes excluding investor
    directed portfolio services; and
    (C) securities;
    to retail and wholesale clients.

    The company has a recent financial audit report and $1.6M tax offset and is interested in offers for both the AFSL and offset. I can be contacted at dan68trader@gmail.com for initial discussions.

Viewing 15 posts - 1 through 15 (of 72 total)

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