PRIORITY1 WEALTH MANAGEMENT GROUP (AUSTRALIA) PTY. LTD.

Address: Ringwood North, VIC 3134, Australia

PRIORITY1 WEALTH MANAGEMENT GROUP (AUSTRALIA) PTY. LTD. (Licence# 000324472) 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 27, 2008.

Service Overview

Register Name AFS Licence
Licence Name PRIORITY1 WEALTH MANAGEMENT GROUP (AUSTRALIA) PTY. LTD.
Licence Number 000324472
Licence ABN 26130448314
Issue Date 2008-05-27
Locality RINGWOOD NORTH
State VIC
Postcode 3134
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
001000909 CORIN JACKA Current 2015-05-31
000423265 MELINDA JOY HEDGES Current 2012-07-01
000296346 MONIKA COOPER Ceased 2011-07-04
000303192 STEVEN EDMUND DOWNEY Ceased 2008-06-02
000319344 JENNIFER MICHELLE FARRELL Ceased 2008-06-02
000305926 MEAGHAN JANE JOHNS Ceased 2008-06-02

Office Location

Locality RINGWOOD NORTH
State VIC
Postcode 3134
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CORIN JACKA FINANCIAL SOLUTIONS PTY LTD 2012-09-11 Ringwood North, VIC 3134, Australia
SIMMONS FINANCIAL SERVICES PTY LTD 2006-07-11 Ringwood North, VIC 3134, Australia
KELVIN ANDERSON FINANCIAL SERVICES PTY. LTD. 2004-03-01 Ringwood, VIC 3134, Australia
CONNECTEAST MANAGEMENT LIMITED 2004-03-01 Ringwood, VIC 3134, Australia
AUGHTERSONS INSURANCE BROKERS PTY LTD 2003-07-01 Ringwood, VIC 3134, Australia

Financial services with the same locality

Service Name Issue Date Locality
CORIN JACKA FINANCIAL SOLUTIONS PTY LTD 2012-09-11 Ringwood North, VIC 3134, Australia
SIMMONS FINANCIAL SERVICES PTY LTD 2006-07-11 Ringwood North, VIC 3134, Australia

Financial services with the same country

Service Name Issue Date Locality
BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

Search similar business entities

Postal Code 3134

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.