REDGUM WEALTH GROUP PTY LTD


Address: Melbourne, VIC 3000, Australia

REDGUM WEALTH GROUP PTY LTD (Licence# 000277780) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is September 21, 2004.

Service Overview

Register Name AFS Licence
Licence Name REDGUM WEALTH GROUP PTY LTD
Licence Number 000277780
Licence ABN 75108781040
Issue Date 2004-09-21
Locality MELBOURNE
State VIC
Postcode 3000
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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000323107 KEITH GURD Ceased 2012-02-13
000267450 JOHN BARBAGIANNIS Ceased 2011-04-11
000334110 RUTH LILIAN LAZARUS Current 2009-01-22
001260659 CRAIG EDWARD LEE TELFORD Ceased 2007-11-01
000226946 RAYMOND THOMAS HANLEN Current 2007-09-01
000294108 ALEXIA FREWEN JACKSON Ceased 2007-09-01
000236790 MARK PAUL MCLENNAN Current 2004-11-16

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
JINDING FINANCIAL SERVICES PTY LTD 2018-07-11 Melbourne, VIC 3000, Australia
GALAXY CROWDFUNDING PTY LTD 2018-07-03 Melbourne, VIC 3000, Australia
SOMERSET CAPITAL FINANCIAL SERVICES PTY LTD 2018-06-14 Melbourne, VIC 3000, Australia
TUXEDO MONEY PTY. LTD. 2018-06-13 Melbourne, VIC 3000, Australia
ZINC ENERGY PTY LTD 2018-05-29 Melbourne, VIC 3000, Australia
APOLLO LEAGUE PTY LTD 2018-05-08 Melbourne, VIC 3000, Australia
EXCELSIUS ASSET MANAGEMENT PTY LTD 2018-05-02 Melbourne, VIC 3000, Australia
CAPITAL GUARDIANS PTY. LTD. 2018-04-12 Melbourne, VIC 3000, Australia

Competitor

Search similar business entities

Postal Code 3000

Improve Information

Please comment or provide details below to improve the information on .

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.