MORROWS PRIVATE WEALTH PTY. LTD.


Address: Southbank, VIC 3006, Australia

MORROWS PRIVATE WEALTH PTY. LTD. (Licence# 000244119) 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 2, 2004.

Service Overview

Register Name AFS Licence
Licence Name MORROWS PRIVATE WEALTH PTY. LTD.
Licence Number 000244119
Licence ABN 97081090084
Issue Date 2004-02-02
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 176180
Locality SOUTHBANK
State VIC
Postcode 3006
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;
    • derivatives limited to:
      • old law securities options contracts and 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; 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;
      • derivatives limited to:
        • old law securities options contracts and 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;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000245234 EMMA LOUISE STOFFELS Current 2018-07-01
001266024 JOHN CHRISTOPHER SCERRI Current 2018-07-01
001266025 RENATO ROMANI MANIAS Current 2018-07-01
001254838 FATUMA AKALO Current 2017-05-22
001247498 MAUREEN FRANCIS ALLEN Current 2016-08-01
001247043 LISA PAPACHRISTOFOROS Current 2016-07-15
000429359 ETHAN ALLEN Current 2015-09-01
001235523 KYLE LAWRENCE BRUMLEY Current 2015-09-01
000240937 DAVID JOHN ALCORN Current 2015-04-07
000323432 JONATHAN MARK ROBERT SWANTON Current 2014-04-07

Office Location

Locality SOUTHBANK
State VIC
Postcode 3006
Country Australia

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1ST ENERGY PTY LTD 2016-05-26 Southbank, VIC 3006, Australia
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CPA AUSTRALIA ADVICE PTY LTD 2016-04-15 Southbank, VIC 3006, Australia
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Competitor

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Postal Code 3006

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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.