OAKWEST HOLDINGS PTY LTD


Address: West Perth, WA 6005, Australia

OAKWEST HOLDINGS PTY LTD (Licence# 000222266) 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 15, 2002.

Service Overview

Register Name AFS Licence
Licence Name OAKWEST HOLDINGS PTY LTD
Licence Number 000222266
Licence ABN 17054918295
Issue Date 2002-08-15
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 202664
Locality WEST PERTH
State WA
Postcode 6005
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;
    • 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;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities; and
      • superannuation; and
  • deal in a financial product by:
    • 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;
      • 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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities; and
        • superannuation;
to retail clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001235687 KOSTER ARJEN Current 2018-08-01
001000561 SIMON HUSSEY Current 2018-07-11
000473385 SIMON DAVID HARVEY Current 2017-12-21
000255335 SIMON BARWICK Current 2017-11-10
001233853 NICHOLAS BOND Current 2017-11-10
001250773 BILLY TOMLIN Current 2017-11-10
000408706 HAYLEY AROHA MAXWELL Current 2016-12-01
001262564 JOSEPH KERWIN Ceased 2016-10-16
001249575 JOSEPH KERWIN Ceased 2016-10-15
001249576 RICHARD COLIN GARDINER Current 2016-10-01

Office Location

Locality WEST PERTH
State WA
Postcode 6005
Country Australia

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GLOBE FINANCIAL PLANNING PTY LTD 2017-12-22 West Perth, WA 6005, Australia
REDHILL PROPERTY PARTNERS PTY LTD 2017-12-19 West Perth, WA 6005, Australia
M.ADAMSON & A.CROSS 2017-11-16 West Perth, WA 6005, Australia
DISCOVERY CAPITAL PARTNERS PTY LTD 2017-08-18 West Perth, WA 6005, Australia
INSPIRED FINANCIAL GROUP PTY LTD 2017-07-03 West Perth, WA 6005, Australia
KEY FINANCIAL PARTNERS PTY LTD 2017-04-28 West Perth, WA 6005, Australia
CHIEFTAIN SECURITIES PTY LTD 2017-04-05 West Perth, WA 6005, Australia
ASHANTI CAPITAL PTY LTD 2017-03-20 West Perth, WA 6005, Australia

Competitor

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Postal Code 6005

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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.