ENTRUST PRIVATE WEALTH MANAGEMENT PTY LTD


Address: Perth, WA 6000, Australia

ENTRUST PRIVATE WEALTH MANAGEMENT PTY LTD (Licence# 000222152) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 20, 2002.

Service Overview

Register Name AFS Licence
Licence Name ENTRUST PRIVATE WEALTH MANAGEMENT PTY LTD
Licence Number 000222152
Licence ABN 80100088168
Issue Date 2002-08-20
Locality PERTH
State WA
Postcode 6000
Country Australia

Licence condition

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;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • interests in managed investment schemes limited to:
      • MDA services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • interests in managed investment schemes limited to:
        • MDA services; and
        • securities;
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person 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;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • interests in managed investment schemes limited to:
        • MDA services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation; and
    • underwriting:
      • interests in managed investment schemes; and
      • an issue of securities;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001245413 LAUREN ASHLEIGH WALKER Current 2018-07-16
001245425 GIULIANO VINCI Current 2017-02-01
000468452 MATTHEW ANTHONY REECE Current 2014-11-10
000454781 ROBERT JOHN PRINCE Current 2014-06-12
000458414 DUNCAN GRAHAM MACKINTOSH Current 2014-05-23
000458415 SIMON CLARK MONTGOMERY Current 2014-05-23
000458416 PHILLIP JAMES GEORGE Current 2014-05-23
001239384 AMBER THEA DAWSON Ceased 2014-02-28
000276618 DAMIAN LYONS Ceased 2012-04-10
000410181 MICHAEL STEVEN VRANKOVICH Current 2011-09-01

Office Location

Locality PERTH
State WA
Postcode 6000
Country Australia

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Competitor

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Postal Code 6000

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.