CHPW FINANCIAL PTY LTD


Address: Southbank, VIC 3006, Australia

CHPW FINANCIAL PTY LTD (Licence# 000280201) 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 27, 2004.

Service Overview

Register Name AFS Licence
Licence Name CHPW FINANCIAL PTY LTD
Licence Number 000280201
Licence ABN 78110598368
Issue Date 2004-10-27
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;
    • 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;
      • 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
001249417 VALENTINA SOKOLOV Current 2017-11-10
000237611 DOMENIC ANTHONY BARBA Current 2017-10-13
001254161 SAGE D'COSTA Current 2017-04-15
001253784 MICHAEL DE MARCO Current 2017-04-10
001002523 ANDREW JOHN HUYTON Ceased 2016-08-22
001243598 ANDREW GAVRISH Current 2016-06-20
001001509 MALCOLM KIRKWOOD Ceased 2016-06-06
000329826 ROBERT JOSEPH Current 2016-04-06
000434179 JEROMY MICHAEL GRATIAN Current 2016-02-22
001238427 VUKASIN STJEPOVIK Current 2016-01-04

Office Location

Locality SOUTHBANK
State VIC
Postcode 3006
Country Australia

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A101 PTY. LTD. 2016-07-25 Southbank, VIC 3006, Australia
CHRISTINE HO & CO PTY. LTD. 2016-07-22 Southbank, VIC 3006, Australia
HOTEL PROPERTY INVESTMENTS LTD 2016-07-01 Southbank, VIC 3006, Australia
1ST ENERGY PTY LTD 2016-05-26 Southbank, VIC 3006, Australia
COMPLETE LATITUDE PTY LTD 2016-05-19 Southbank, VIC 3006, Australia
CPA AUSTRALIA ADVICE PTY LTD 2016-04-15 Southbank, VIC 3006, Australia
ARAM AUSTRALIA PTY LTD 2016-04-05 Southbank, VIC 3006, Australia
PPF ADVISORY PTY LTD 2015-12-16 South Wharf, VIC 3006, Australia

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.