MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD


Address: Docklands, VIC 3008, Australia

MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD (Licence# 000287804) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 3, 2005.

Service Overview

Register Name AFS Licence
Licence Name MONEYWISE PERSONAL FINANCIAL MANAGEMENT PTY LTD
Licence Number 000287804
Licence ABN 84103978276
Issue Date 2005-06-03
Locality DOCKLANDS
State VIC
Postcode 3008
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
001259072 ALEXANDER WILLIAM BARFOOT Current 2017-10-02
000270720 CHRISTOPHER ROBERT MATLOCK Current 2014-04-15
001001881 FRANCIS LEE Current 2013-05-01
001004237 XUE ZHANG Ceased 2010-03-03
000256596 PETER LESLIE GIBLETT Ceased 2009-08-11
000339217 SIMON JOHN CUNNINGTON Ceased 2009-07-01
000302279 SHARYN GIPPERICH Current 2007-02-01
001001882 STUART MATHIESON Current 2006-05-22
000239727 MICHELLE MARIE CASE Current 2005-06-04
000239751 JACK ETTIA Current 2005-06-04

Office Location

Locality DOCKLANDS
State VIC
Postcode 3008
Country Australia

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RAHALI CORPORATION PTY. LTD. 2010-05-31 Docklands, VIC 3008, Australia

Competitor

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Postal Code 3008

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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.