WEALTHMED FINANCIAL PTY LTD


Address: Birtinya, QLD 4575, Australia

WEALTHMED FINANCIAL PTY LTD (Licence# 000318926) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 27, 2007.

Service Overview

Register Name AFS Licence
Licence Name WEALTHMED FINANCIAL PTY LTD
Licence Number 000318926
Licence ABN 24085617705
Issue Date 2007-11-27
Locality BIRTINYA
State QLD
Postcode 4575
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;
    • 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
000244285 SANDRA KAY WILLS Current 2018-07-30
000241290 CAROLYN BINDON Current 2017-10-24
000335258 NATALIE ALISON MARTIN-BOOKER Current 2017-10-24
000408921 SCOTT COWAN KENNETH GUILDFORD Current 2017-10-24
001240845 THOMAS ALEXANDER WADE Current 2017-10-24
001000850 LAURIE THORP Current 2007-11-28

Office Location

Locality BIRTINYA
State QLD
Postcode 4575
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
STROM, JANE MAREE 2017-04-24 Warana, QLD 4575, Australia
HBAE FINANCIAL SOLUTIONS PTY LTD 2016-06-14 Birtinya, QLD 4575, Australia
RIGHT ADVICE FINANCIAL SERVICES PTY LTD 2016-05-30 Birtinya, QLD 4575, Australia
ARTEMIS INVESTMENTS (NSW) PTY LTD 2016-01-22 Birtinya, QLD 4575, Australia
POOLE & PARTNERS INVESTMENT SERVICES PTY. LTD. 2004-11-05 Birtinya, QLD 4575, Australia
BMG AVIATION PTY LTD 2003-10-30 Birtinya, QLD 4575, Australia

Financial services with the same locality

Service Name Issue Date Locality
HBAE FINANCIAL SOLUTIONS PTY LTD 2016-06-14 Birtinya, QLD 4575, Australia
RIGHT ADVICE FINANCIAL SERVICES PTY LTD 2016-05-30 Birtinya, QLD 4575, Australia
ARTEMIS INVESTMENTS (NSW) PTY LTD 2016-01-22 Birtinya, QLD 4575, Australia
POOLE & PARTNERS INVESTMENT SERVICES PTY. LTD. 2004-11-05 Birtinya, QLD 4575, Australia
BMG AVIATION PTY LTD 2003-10-30 Birtinya, QLD 4575, Australia

Competitor

Search similar business entities

Postal Code 4575

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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.