M.W.Y. FINANCIAL SERVICES PTY. LTD.


Address: Dandenong, VIC 3175, Australia

M.W.Y. FINANCIAL SERVICES PTY. LTD. (Licence# 000224037) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 6, 2002.

Service Overview

Register Name AFS Licence
Licence Name M.W.Y. FINANCIAL SERVICES PTY. LTD.
Licence Number 000224037
Licence ABN 68082157177
Issue Date 2002-11-06
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 196568
Locality DANDENONG
State VIC
Postcode 3175
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;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • 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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • 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
000224634 ERINA JANE OFFICER Current 2002-11-07
000224635 ANN CHRISTINE HALLAM Current 2002-11-07

Office Location

Locality DANDENONG
State VIC
Postcode 3175
Country Australia

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R.J. SANDERSON & ASSOCIATES PTY. LTD. 2016-06-24 Dandenong, VIC 3175, Australia
PRZULJ, ANGELA 2016-06-21 Dandenong, VIC 3175, Australia
WISE FINANCIAL ADVISORS PTY LTD 2016-01-13 Dandenong, VIC 3175, Australia
SIRVA PTY LTD 2005-11-17 Dandenong, VIC 3175, Australia
DOUG KERR INSURANCE CONSULTANTS PTY. LTD. 2004-03-10 Dandenong, VIC 3175, Australia
SEAR & ASSOCIATES INSURANCE BROKERS PTY. LTD. 2004-03-10 Dandenong, VIC 3175, Australia
FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD. 2003-10-09 Dandenong, VIC 3175, Australia
RMBL INVESTMENTS LIMITED 2002-10-15 Dandenong, VIC 3175, Australia

Competitor

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Postal Code 3175

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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.