LIFESTYLE MATTERS PTY LTD


Address: Camberwell, VIC 3124, Australia

LIFESTYLE MATTERS PTY LTD (Licence# 000227935) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 16, 2003.

Service Overview

Register Name AFS Licence
Licence Name LIFESTYLE MATTERS PTY LTD
Licence Number 000227935
Licence ABN 49095706362
Issue Date 2003-06-16
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 208368
Locality CAMBERWELL
State VIC
Postcode 3124
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 excluding 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:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of 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 excluding investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities; and
      • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001004755 OWEN WALTHAM DOUGLAS WEEKS Current 2003-06-16

Office Location

Locality CAMBERWELL
State VIC
Postcode 3124
Country Australia

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WILDES, STEVEN JOHN 2017-04-04 Camberwell, VIC 3124, Australia
KSR ACCOUNTING AFSL PTY LTD 2017-03-27 Camberwell, VIC 3124, Australia
PRIMECARE FINANCIAL PLANNING PTY. LTD. 2015-06-09 Camberwell, VIC 3124, Australia
PROFESSIONAL WOMENS INVESTMENT SERVICE PTY. LTD. 2010-07-27 Camberwell, VIC 3124, Australia
DIAMOND ENERGY PTY LTD 2008-05-09 Camberwell, VIC 3124, Australia
LMI GROUP PTY LTD 2005-07-22 Camberwell, VIC 3124, Australia
NATIONAL UNDERWRITING AGENCIES PTY. LTD. 2004-03-10 Camberwell, VIC 3124, Australia
VIRGINIA SURETY COMPANY INC. 2004-03-01 Camberwell, VIC 3124, Australia

Competitor

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Postal Code 3124

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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.