WP INVEST PTY LTD


Address: Cottesloe, WA 6011, Australia

WP INVEST PTY LTD (Licence# 000301210) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 27, 2006.

Service Overview

Register Name AFS Licence
Licence Name WP INVEST PTY LTD
Licence Number 000301210
Licence ABN 55111685226
Issue Date 2006-07-27
Locality COTTESLOE
State WA
Postcode 6011
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001266285 CLAYTON JOHN FREIND Current 2018-07-25
001001576 BRUCE SCOTT MALONEY Current 2006-07-28

Office Location

Locality COTTESLOE
State WA
Postcode 6011
Country Australia

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SALIENT CORPORATE PTY LTD 2017-08-03 Cottesloe, WA 6011, Australia
VIEW STREET CORPORATE PTY LTD 2017-06-26 Cottesloe, WA 6011, Australia
VALUEINVEST PTY LTD 2017-05-19 Peppermint Grove, WA 6011, Australia
SELECT SHARES PTY LTD 2014-07-03 Peppermint Grove, WA 6011, Australia
CARBON NEUTRAL PTY LTD 2014-07-01 Cottesloe, WA 6011, Australia
MEME CAPITAL MANAGEMENT LTD 2013-01-21 Cottesloe, WA 6011, Australia
GM PROPERTY CAPITAL PTY LTD 2012-09-11 Cottesloe, WA 6011, Australia
PRIVATE CAPITAL ADVISERS PTY LTD 2012-07-23 Cottesloe, WA 6011, Australia
RINGFENCE CAPITAL PTY LTD 2011-11-30 Peppermint Grove, WA 6011, Australia
TREASURY SERVICES GROUP PTY LTD 2007-09-05 Cottesloe, WA 6011, Australia

Competitor

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Postal Code 6011

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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.