MOMENTUM PLANNING PTY LTD


Address: North Perth, WA 6006, Australia

MOMENTUM PLANNING PTY LTD (Licence# 000322220) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 12, 2008.

Service Overview

Register Name AFS Licence
Licence Name MOMENTUM PLANNING PTY LTD
Licence Number 000322220
Licence ABN 80106837558
Issue Date 2008-05-12
Locality NORTH PERTH
State WA
Postcode 6006
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
001008655 LAURA JANE BUCKLEY Current 2014-07-11
001000976 BEVERLY EMSLIE HARVEY Current 2010-08-10
000236925 CAMERON PAUL Ceased 2010-01-27
001000975 AMANDA LEIGH JAROSZ Current 2009-02-01
000236932 PHILIPPA ELLIOTT Current 2008-05-13

Office Location

Locality NORTH PERTH
State WA
Postcode 6006
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MIRO CAPITAL PTY LTD 2017-09-20 North Perth, WA 6006, Australia
CREDIT CROWD MORTGAGE SECURITIES LTD 2013-04-19 North Perth, WA 6006, Australia
VANILLA PROPERTY INVESTMENTS PTY. LTD. 2009-11-04 North Perth, WA 6006, Australia
GRANGE INSURANCE SOLUTIONS PTY LTD 2005-09-22 North Perth, WA 6006, Australia
GRANDBRIDGE SECURITIES PTY LTD 2004-03-10 North Perth, WA 6006, Australia

Financial services with the same locality

Service Name Issue Date Locality
MIRO CAPITAL PTY LTD 2017-09-20 North Perth, WA 6006, Australia
CREDIT CROWD MORTGAGE SECURITIES LTD 2013-04-19 North Perth, WA 6006, Australia
VANILLA PROPERTY INVESTMENTS PTY. LTD. 2009-11-04 North Perth, WA 6006, Australia
GRANGE INSURANCE SOLUTIONS PTY LTD 2005-09-22 North Perth, WA 6006, Australia
GRANDBRIDGE SECURITIES PTY LTD 2004-03-10 North Perth, WA 6006, Australia

Competitor

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Postal Code 6006

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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.