RETIREWELL FINANCIAL PLANNING PTY. LTD.


Address: Brisbane, QLD 4000, Australia

RETIREWELL FINANCIAL PLANNING PTY. LTD. (Licence# 000247062) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 1, 2004.

Service Overview

Register Name AFS Licence
Licence Name RETIREWELL FINANCIAL PLANNING PTY. LTD.
Licence Number 000247062
Licence ABN 29070985509
Issue Date 2004-03-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 156267
InsLif 90454
Locality BRISBANE
State QLD
Postcode 4000
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
000270872 SEAN PETER LITCHFIELD Current 2017-09-26
000446247 BENJAMIN CHARLES KEEP Current 2015-10-06
000336132 WARREN GLENN BURT Ceased 2015-09-14
001233242 CEARA KEENE Ceased 2015-07-07
000382503 CHRISTOPHER BERNARD DELROY Ceased 2014-10-28
000276723 ADAM CLARENCE MASSEY Ceased 2014-03-13
000421814 LEEANNE HOLBOROW Ceased 2012-05-14
000328205 RAYDEN MONTGOMERY JAMES Ceased 2008-07-28
000263717 ANTHONY DOUGLAS GILLETT Current 2004-03-01
000263718 ALAN GRAHAME BAKER Current 2004-03-01

Office Location

Locality BRISBANE
State QLD
Postcode 4000
Country Australia

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Competitor

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Postal Code 4000

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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.