GENESYS WEALTH ADVISERS LIMITED


Address: Sydney, NSW 2000, Australia

GENESYS WEALTH ADVISERS LIMITED (Licence# 000232686) 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 1, 2003.

Service Overview

Register Name AFS Licence
Licence Name GENESYS WEALTH ADVISERS LIMITED
Licence Number 000232686
Licence ABN 20060778216
Issue Date 2003-11-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 163355
InsLif 90127
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 limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • derivatives;
    • 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;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products limited to MDA services; 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:
      • derivatives;
      • interests in managed investment schemes limited to:
        • MDA services; and
      • financial products limited to:
        • miscellaneous financial investment products limited to MDA services; 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;
      • 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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility;
        • superannuation; and
        • financial products limited to:
      • miscellaneous financial investment products limited to MDA services;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001008640 TRAVIS WADE MODRA Ceased 2015-05-26
001008230 JACQUELINA JAMES Ceased 2015-05-13
000337864 MARNIE MOANA MALONEY Ceased 2014-12-16
000470080 HALEY DORE Ceased 2014-12-10
000469975 THOMAS MACKELLAR Ceased 2014-12-08
000469636 BENJAMIN JOHN REES NEWMAN Ceased 2014-12-01
000468458 MARK WILCOX Ceased 2014-11-10
001256409 LUKE DAVID MCCULKIN Ceased 2014-11-06
000407588 LUKE DAVID MCCULKIN Ceased 2014-11-06
000466617 JAMES KEITH Ceased 2014-10-08

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.