WEALTH SOLUTION PARTNERS PTY LTD


Address: Kyabram, VIC 3620, Australia

WEALTH SOLUTION PARTNERS PTY LTD (Licence# 000278811) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 12, 2004.

Service Overview

Register Name AFS Licence
Licence Name WEALTH SOLUTION PARTNERS PTY LTD
Licence Number 000278811
Licence ABN 78006368314
Issue Date 2004-10-12
Locality KYABRAM
State VIC
Postcode 3620
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment 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
001235022 MAGGIE ROSE JOHNSON Ceased 2015-09-01
001000212 DALE AARON WILLIAMS Ceased 2011-07-01
001000210 PETER MICHAEL RYAN Current 2004-11-01
001000211 TREVOR DAVID BASSETT Current 2004-11-01

Office Location

Locality KYABRAM
State VIC
Postcode 3620
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CHERRY FUND LIMITED 2004-02-18 Kyabram, VIC 3620, Australia
M & S INSURANCE (BROKER) SERVICES PTY LTD 2003-12-27 Kyabram, VIC 3620, Australia
BANKSIA SECURITIES LIMITED 2003-06-20 Kyabram, VIC 3620, Australia

Financial services with the same locality

Service Name Issue Date Locality
CHERRY FUND LIMITED 2004-02-18 Kyabram, VIC 3620, Australia
M & S INSURANCE (BROKER) SERVICES PTY LTD 2003-12-27 Kyabram, VIC 3620, Australia
BANKSIA SECURITIES LIMITED 2003-06-20 Kyabram, VIC 3620, Australia

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Competitor

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Postal Code 3620

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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.