ACCRU WEALTH MANAGEMENT PTY LTD


Address: Hawthorn East, VIC 3123, Australia

ACCRU WEALTH MANAGEMENT PTY LTD (Licence# 000238520) 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 ACCRU WEALTH MANAGEMENT PTY LTD
Licence Number 000238520
Licence ABN 43083409714
Issue Date 2004-01-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 180369
Locality HAWTHORN EAST
State VIC
Postcode 3123
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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001247009 KATHERINE SUSANNAH TRENCHARD RHODES Current 2016-08-26
001243794 DANIEL JOSPEH ARNEPHY Current 2016-07-01
001243795 SIMON GRANT HILTON Current 2016-07-01
001243796 KELDA JEAN TOSH PHILLIPS Current 2016-07-01
001243797 NICK PETAROUDAS Current 2016-07-01
001243798 PETER JOHN BRINDLEY Current 2016-07-01
001241626 CRAIG JAMES SMITH Current 2016-05-05
000464848 PETER ADDISON Current 2014-09-15
000427928 JAMES ELLIOT GRINDROD Current 2012-09-11
001002112 ANDREW STREADER Ceased 2012-09-07

Office Location

Locality HAWTHORN EAST
State VIC
Postcode 3123
Country Australia

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LIGHTHOUSE WEALTH MANAGEMENT PTY LTD 2012-10-01 Hawthorn East, VIC 3123, Australia
PROGRESSIVE GREEN TRADING PTY LTD 2012-01-09 Hawthorn East, VIC 3123, Australia
TIERNAN PARSONS FINANCIAL SERVICES PTY. LTD. 2011-02-01 Hawthorn East, VIC 3123, Australia
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THE COMPLETE PLANNER PTY LTD 2004-09-15 Hawthorn East, VIC 3123, Australia

Competitor

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Postal Code 3123

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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.