PARADIGM WEALTH MANAGEMENT PTY LTD


Address: Melbourne, VIC 3000, Australia

PARADIGM WEALTH MANAGEMENT PTY LTD (Licence# 000297465) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 3, 2006.

Service Overview

Register Name AFS Licence
Licence Name PARADIGM WEALTH MANAGEMENT PTY LTD
Licence Number 000297465
Licence ABN 97101700949
Issue Date 2006-03-03
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:
    • 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
000425977 SCOTT JACKSON Current 2017-11-01
001243190 CARSTEN WALTHER ZUBER Ceased 2016-02-22
001006270 BRETT RAYMOND ROWE Ceased 2015-02-02
001007874 LUCY ELIZABETH CHARLOTTE WELLER Ceased 2014-07-07
001006255 PAUL DOUGLAS HEWINS Current 2014-07-01
001006272 BRETT DARREL DAVIS Current 2014-07-01
001006252 DAVID CAMILO PEREZ ESTUPINAN Ceased 2014-07-01
000293263 RUSSELL STANLEY PHILLIPS Ceased 2014-05-26
001250441 HARMINDER SINGH CHEMAY Ceased 2012-06-05
001232873 MARK WILLIAM BRITTON Ceased 2009-11-01

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

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Competitor

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Postal Code 3000

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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.