PERKS WEALTH MANAGEMENT PTY LTD


Address: Parkside, SA 5063, Australia

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.

Service Overview

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

Licence condition

1. This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice to retail and wholesale clients for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • derivatives limited to;
    • old law securities options contracts; and
    • managed investment warrants;
    • 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;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation;
  • deal in a financial product to wholesale clients only by:
    • issuing, apply for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
      • derivatives;
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • derivatives;
  • deal in a financial product to retail and wholesale clients by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • derivatives limited to:
        • old law securities options contracts;
      • managed investment warrants; and
      • securities;
    • 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 limited to;
      • old law securities options contracts; and
      • managed investment warrants;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • general insurance products;
      • 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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
  • provide the following custodial or depository services to wholesale clients only:
    operate custodial or depository services other than investor directed portfolio services.

    Financial advisers

    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

    Office Location

    Locality PARKSIDE
    State SA
    Postcode 5063
    Country Australia

    Financial services with the same postcode

    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

    Competitor

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    Postal Code 5063

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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.