EASTWOODS WEALTH MANAGEMENT PTY LTD


Address: Norwood, SA 5067, Australia

EASTWOODS WEALTH MANAGEMENT PTY LTD (Licence# 000237853) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 1, 2003.

Service Overview

Register Name AFS Licence
Licence Name EASTWOODS WEALTH MANAGEMENT PTY LTD
Licence Number 000237853
Licence ABN 17008167002
Issue Date 2003-12-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 010771
Locality NORWOOD
State SA
Postcode 5067
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;
    • 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; and
  • deal in a financial product by:
    • 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;
      • 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;
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000320950 ADAM YOUNG Current 2018-04-11
001235852 TIMOTHY RYAN JOHNSON Current 2017-09-14
001003601 CHRISTOPHER PERMAN Current 2017-08-15
001257513 NANCY VOS Current 2017-08-15
001250377 CHRISTOPHER JOHN COLLINS Current 2016-12-05
001250378 BEAU MATHEW GREGORY LANCASTER Current 2016-12-05
001238506 DAVID ROBERT SAYER Ceased 2016-05-02
001238505 LEONARD WILLIAM CHARLES MCCARTHY Ceased 2016-05-02
001003398 BRADLEY BENES Ceased 2016-05-02
001234980 JEAN BAHR Current 2015-09-01

Office Location

Locality NORWOOD
State SA
Postcode 5067
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
ORBE SOLUTIONS PTY LTD 2018-05-30 Norwood, SA 5067, Australia
WATZDORF NOMINEES PTY LTD 2018-04-09 Kent Town, SA 5067, Australia
GLOBAL FUNDING PARTNERS PTY LTD 2018-01-11 Kent Town, SA 5067, Australia
GF SUPER PLANNER PTY LTD 2017-01-11 Kent Town, SA 5067, Australia
CIGANOVIC, MARLENE JADWIGA 2016-11-23 Norwood, SA 5067, Australia
MARTINI, ABRAHAM 2016-11-08 Kent Town, SA 5067, Australia
WEBBER INSURANCE GROUP PTY LTD 2016-11-03 Kent Town, SA 5067, Australia
RCR ADVISORY PTY LTD 2016-10-26 Norwood, SA 5067, Australia
SJN CA WEALTH ADVISORY PTY LTD 2016-10-07 Rose Park, SA 5067, Australia
I2 ADVISORY FINANCIAL SERVICES PTY LTD 2016-08-26 Norwood, SA 5067, Australia

Competitor

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Postal Code 5067

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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.