CRESTONE WEALTH MANAGEMENT LIMITED


Address: Sydney, NSW 2000, Australia

CRESTONE WEALTH MANAGEMENT LIMITED (Licence# 000231127) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 1, 2004.

Service Overview

Register Name AFS Licence
Licence Name CRESTONE WEALTH MANAGEMENT LIMITED
Licence Number 000231127
Licence ABN 50005311937
Issue Date 2004-01-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 012565
FutBro 066588
Locality SYDNEY
State NSW
Postcode 2000
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment products;
    • derivatives;
    • foreign exchange contracts;
    • general insurance 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;
      • interests in managed investment schemes limited to:
      • MDA services;
      • securities;
      • standard margin lending facility;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products;
  • 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;
      • foreign exchange contracts;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • interests in managed investment schemes limited to:
        • MDA services; and
        • securities; 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:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • derivatives;
      • foreign exchange contracts;
      • general insurance 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;
        • interests in managed investment schemes limited to:
        • MDA services;
        • securities;
        • standard margin lending facility;
        • superannuation; and
        • financial products limited to:
      • miscellaneous financial investment products; and
  • provide the following custodial or depository services:
    • operate the investor directed portfolio service known as "UBS Wealth Management Service" (the IDPS); and
      • operate custodial or depository services other than investor directed portfolio services;
        to retail and wholesale clients.

        Financial advisers

        Adviser Number Adviser Name Status Start Date
        001255261 SIMONE AMANDA ROUSE Ceased 2015-07-01
        001233834 SIMON JAMES LYNCH Ceased 2014-02-28
        001245277 ROBERT CRAIG AGNEW Ceased 2013-08-01
        001248389 ANDREW BIRD Ceased 2013-04-17
        001235044 CHRISTOPHER DONALD MATHEWS Ceased 2013-04-16
        001235459 TIMOTHY JOHN WHYBOURNE Ceased 2013-02-27
        001246628 NEVILLE IAN AZZOPARDI Ceased 2012-03-05
        001004383 TIM CUDLIPP Ceased 2012-03-01
        001236400 MARK ALEXANDER HARRIS Ceased 2012-01-01
        001233984 CHARLES HENRY NICHOLAS CROPPER Ceased 2012-01-01

        Office Location

        Locality SYDNEY
        State NSW
        Postcode 2000
        Country Australia

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        Postal Code 2000

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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.