PRIVATE WEALTH PTY LTD


Address: Melbourne, VIC 3000, Australia

PRIVATE WEALTH PTY LTD (Licence# 000320404) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 27, 2008.

Service Overview

Register Name AFS Licence
Licence Name PRIVATE WEALTH PTY LTD
Licence Number 000320404
Licence ACN 128332392
Issue Date 2008-02-27
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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000338235 AMIE CHRISTINE WILD Current 2018-03-12
000229872 ALBERT BORZILLO Ceased 2017-01-23
001240845 THOMAS ALEXANDER WADE Ceased 2016-04-08
000327763 FABIO FERRO Current 2016-01-25
000458315 IAN MARSDEN Ceased 2015-07-15
000247617 SUSAN MAREE ENSTON Current 2014-01-14
000417533 LEE AYLWARD Ceased 2012-02-21
000350373 BONNIE HILL Ceased 2011-08-23
000408921 SCOTT COWAN KENNETH GUILDFORD Ceased 2011-07-22
000238836 NUNO DE SOUSA GODINHO Current 2008-02-29

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
JINDING FINANCIAL SERVICES PTY LTD 2018-07-11 Melbourne, VIC 3000, Australia
GALAXY CROWDFUNDING PTY LTD 2018-07-03 Melbourne, VIC 3000, Australia
SOMERSET CAPITAL FINANCIAL SERVICES PTY LTD 2018-06-14 Melbourne, VIC 3000, Australia
TUXEDO MONEY PTY. LTD. 2018-06-13 Melbourne, VIC 3000, Australia
ZINC ENERGY PTY LTD 2018-05-29 Melbourne, VIC 3000, Australia
APOLLO LEAGUE PTY LTD 2018-05-08 Melbourne, VIC 3000, Australia
EXCELSIUS ASSET MANAGEMENT PTY LTD 2018-05-02 Melbourne, VIC 3000, Australia
CAPITAL GUARDIANS PTY. LTD. 2018-04-12 Melbourne, VIC 3000, Australia

Competitor

Search similar business entities

Postal Code 3000

Improve Information

Please comment or provide details below to improve the information on .

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.