AAA PRIVATE WEALTH ADVISORS PTY LTD


Address: Osborne Park, WA 6017, Australia

AAA PRIVATE WEALTH ADVISORS PTY LTD (Licence# 000304366) 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 10, 2006.

Service Overview

Register Name AFS Licence
Licence Name AAA PRIVATE WEALTH ADVISORS PTY LTD
Licence Number 000304366
Licence ABN 19121081810
Issue Date 2006-10-10
Locality OSBORNE PARK
State WA
Postcode 6017
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001243221 GRANT JOSHUA CARSLAKE Current 2016-06-21
000362880 PHILIP GRANT SHREEVE Current 2016-03-01
000362881 JONATHAN WILLIAM TAYLOR Current 2010-06-18
000226085 GEOFFREY ALAN CARSLAKE Current 2006-11-01
000226086 MALCOLM GLEN SHREEVE Current 2006-11-01

Office Location

Locality OSBORNE PARK
State WA
Postcode 6017
Country Australia

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SOUTHERN CROSS FINANCIAL PTY LTD 2007-05-15 Osborne Park, WA 6017, Australia
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PERSONAL RISK MANAGEMENT PTY LTD 2004-03-11 Osborne Park, WA 6017, Australia
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Competitor

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Postal Code 6017

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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.