BENWEST INVESTMENT SERVICES PTY. LIMITED


Address: Baulkham Hills, NSW 2153, Australia

BENWEST INVESTMENT SERVICES PTY. LIMITED (Licence# 000258832) 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 19, 2004.

Service Overview

Register Name AFS Licence
Licence Name BENWEST INVESTMENT SERVICES PTY. LIMITED
Licence Number 000258832
Licence ABN 88003352707
Issue Date 2004-02-19
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 011609
Locality BAULKHAM HILLS
State NSW
Postcode 2153
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; and
      • superannuation; and
  • deal in a financial product 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 and warrants;
    • 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; and
        • superannuation; and
    • underwriting:
      • interests in managed investment schemes; and
      • an issue of securities;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001263388 MICHAEL STEPHEN AKELE Current 2018-04-18
000411454 NAIMUL CHOWDHURY Current 2017-08-28
000464418 RYAN PETER MELROSE Current 2014-09-02
000409072 JAMES PARAME Ceased 2014-04-17
000245910 ROBERT ANDREW DUNCAN Current 2014-01-30
000444607 ERROL KARL MICHEL RABAUD Ceased 2013-12-01
000427245 DANIELLE RENEE FISHER Ceased 2012-08-31
000351551 CHAND CHADHA Current 2010-04-23
000341545 BETTY KYRIACOU Ceased 2009-10-06
000339223 KAMAL SOOD Ceased 2009-07-20

Office Location

Locality BAULKHAM HILLS
State NSW
Postcode 2153
Country Australia

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Competitor

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Postal Code 2153

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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.