WESTPOINT MANAGEMENT LTD


Address: Perth, WA 6000, Australia

WESTPOINT MANAGEMENT LTD (Licence# 000227085) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 15, 2003.

Service Overview

Register Name AFS Licence
Licence Name WESTPOINT MANAGEMENT LTD
Licence Number 000227085
Licence ABN 16074148431
Issue Date 2003-05-15
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 163303
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:
    • interests in managed investment schemes limited to:
      • own managed investment scheme only; and
    • securities limited to:
      • debentures of a body corporate or unincorporated body only;
  • 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 limited to:
        • own managed investment scheme only; and
      • securities limited to:
        • debentures of a body corporate or unincorporated body only; and
    • 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:
        • deposit products other than basic deposit products;
      • non-cash payment products;
      • derivatives;
      • general insurance products;
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
      • securities limited to:
        • debentures of a body corporate or unincorporated body only; and
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "Westpoint Income Fund" scheme (ARSN: 105 925 620),
    • a scheme which only holds the following types of property:
      • direct real property; and
      • financial assets; and
    • schemes which only hold the following types of property:
      • direct real property;
      • to retail and wholesale clients.

Office Location

Locality PERTH
State WA
Postcode 6000
Country Australia

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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.