WESTPAC RE LIMITED

Address: Sydney, NSW 2000, Australia

WESTPAC RE LIMITED (Licence# 000233717) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 9, 2004.

Service Overview

Register Name AFS Licence
Licence Name WESTPAC RE LIMITED
Licence Number 000233717
Licence ABN 80000742478
Issue Date 2004-02-09
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 011918
FutBro 011992
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;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes excluding investor directed portfolio services; and
    • securities;
  • 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 excluding investor directed portfolio 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment products;
      • derivatives;
      • foreign exchange contracts;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes excluding investor directed portfolio services; and
      • securities;
  • operate the following registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "BT Elect Portfolio" scheme (ARSN: 122 516 269), a scheme for the management and investment of financial assets and derivatives ("portfolio assets") where:
      • the portfolio assets are held by one or more financial services licensees ("portfolio custodian") other than the licensee or its agent, in trust for each member of the scheme ("portfolio client"); and
      • the portfolio custodian is appointed by the portfolio client to hold the client's portfolio assets; and
    • the portfolio custodian is approved by the licensee prior to being appointed by the portfolio client; and
    • "BT Investment Portfolios" scheme (ARSN: 605 271 645), a scheme for the management and investment of financial assets and derivatives ("portfolio assets") where:
      • the portfolio assets are held by one or more financial services licensees ("portfolio custodian") other than the licensee or its agent, in trust for each member of the scheme ("portfolio client"); and
      • the portfolio custodian is appointed by the portfolio client to hold the client's portfolio assets; and
    • the portfolio custodian is approved by the licensee prior to being appointed by the portfolio client; and
    • "Westpac TPS Trust" scheme (ARSN: 119 504 380),
    • a scheme which only holds the following types of property:
      • financial assets; and
      • provide the following custodial or depository services:
  • operate custodial or depository services other than investor directed portfolio services;
    to retail and wholesale clients.

    Office Location

    Locality SYDNEY
    State NSW
    Postcode 2000
    Country Australia

    Financial services with the same postcode

    Service Name Issue Date Locality
    CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
    MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
    ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
    QUINTET PARTNERS PTY LTD 2018-07-17 Sydney, NSW 2000, Australia
    HALO FINANCIAL SERVICES PTY LTD 2018-07-13 Sydney, NSW 2000, Australia
    SAFE2PAY PTY LIMITED 2018-07-12 Sydney, NSW 2000, Australia
    WEL-LINK FUNDS PTY LTD 2018-07-06 Sydney, NSW 2000, Australia
    HUNT PROSPERITY PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
    CROWD88 PTY LTD 2018-07-03 Sydney, NSW 2000, Australia
    FUTURE INSURANCE GROUP INTERNATIONAL PTY LTD 2018-07-02 Sydney, NSW 2000, Australia

    Competitor

    Search similar business entities

    Postal Code 2000

    Improve Information

    Please comment or provide details below to improve the information on .

    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.