Do you have a business in Melbourne and are you looking for Australian Financial Services Licence (AFSL) advice?
David Butterfield of Butterfield Consulting Services Pty Ltd has been helping Melbourne business owners since 2000 in relation to the preparation of Australian Financial Services Licences applications and the setting up of managed investment schemes and their ongoing management.
Perhaps you are an investment manager at an institution or family office but would like to set up and run your own managed investment scheme. David Butterfield can provide advice to prospective fund managers to enable them to acquire the appropriate licence and to set up a managed investment scheme. David Butterfield is a Chartered Accountant, Fellow of the Taxation Institute and as Registered Tax Agent who has earned the trust of many business owners throughout Melbourne and Australia generally.
David can advise you in relation in relation to the various types of AFSL’s that are available and which type and authorisations that you will require to provide the type of financial service that you would like to provide.
What is an Australian Financial Services Licence?
AFSL’s are granted by the Australian Securities & Investments Commission (ASIC). They allow the holders to provide certain authorised financial services to Australian residents.
These authorisations can include the provision of financial advice, the issuing of managed investment schemes and various others.
What are the requirements for an AFSL?
ASIC has an online elicensing system that is used to apply for an AFSL. To apply for an AFSL, the applicant must complete a number of documents. These documents are known as the AFSL application documents and proofs. David can assist in the preparation of these documents.
The AFSL application process can be sometime a little daunting and time consuming.
David Butterfield can assist with the process on your behalf, ensuring your application is completed correctly.
