PERKS WEALTH MANAGEMENT PTY LTD (Licence# 000236551) 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.
Register Name | AFS Licence |
Licence Name | PERKS WEALTH MANAGEMENT PTY LTD |
Licence Number | 000236551 |
Licence ABN | 88086643058 |
Issue Date | 2004-01-01 |
Pre FSR |
Pre FSR (Financial Services Reform) Role and Licence Number: SecDlr 190420 InsLif 90319 |
Locality | PARKSIDE |
State | SA |
Postcode | 5063 |
Country | Australia |
1. This licence authorises the licensee to carry on a financial services business to:
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Adviser Number | Adviser Name | Status | Start Date |
---|---|---|---|
000449414 | REBECCA ELIZABETH ELSDEN | Current | 2015-05-05 |
000315610 | EDWARD JACK BELL | Current | 2014-05-09 |
000381347 | NICHOLAS PAUL CONNELLY | Current | 2010-10-01 |
000323921 | SALLY JANE LOWE | Ceased | 2008-04-02 |
000323919 | MARK ANDREW MULLINS | Ceased | 2008-04-02 |
000267430 | ANDREAS NICOLAS CROFT | Current | 2007-11-29 |
001260503 | TRISTAN BARNES | Ceased | 2006-05-01 |
000264453 | MIRANDA ELEANOR MOYLE | Current | 2005-11-24 |
000264480 | PETA ANN NUNN | Current | 2005-07-01 |
000245493 | GREGORY JOHN PERKS | Current | 2004-01-01 |
Locality | PARKSIDE |
State | SA |
Postcode | 5063 |
Country | Australia |
Service Name | Issue Date | Locality |
---|---|---|
PERKS & ASSOCIATES PTY. LIMITED | 2017-05-31 | Parkside, SA 5063, Australia |
PRIMASSURE (AUSTRALIA) PTY. LTD. | 2016-12-02 | Eastwood, SA 5063, Australia |
WVB ADVISORY PTY LTD | 2016-08-25 | Fullarton, SA 5063, Australia |
HAYES, PETER KENWICK | 2016-06-06 | Eastwood, SA 5063, Australia |
BLUESTONE ACCOUNTANTS & BUSINESS ADVISERS PTY LTD | 2016-06-06 | Parkside, SA 5063, Australia |
AK FINANCIAL PLANNING SERVICES PTY LTD | 2016-05-18 | Fullarton, SA 5063, Australia |
WEALTH ON TRACK PTY LTD | 2014-10-31 | Eastwood, SA 5063, Australia |
360PRIVATE WEALTH BY DESIGN PTY LIMITED | 2014-07-14 | Parkside, SA 5063, Australia |
THE MILLS ADMINISTRATION PTY LTD | 2013-03-19 | Eastwood, SA 5063, Australia |
SOUTHERN CROSS EQUITY GROUP PTY LTD | 2012-02-24 | Parkside, SA 5063, Australia |
Postal Code | 5063 |
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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.