WEALTHSURE FINANCIAL SERVICES PTY LTD


Address: Perth, WA 6000, Australia

WEALTHSURE FINANCIAL SERVICES PTY LTD (Licence# 000326450) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 5, 2009.

Service Overview

Register Name AFS Licence
Licence Name WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence Number 000326450
Licence ABN 59130288578
Issue Date 2009-01-05
Locality PERTH
State WA
Postcode 6000
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;
    • derivatives limited to managed investments warrants;
    • 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;
      • derivatives limited to managed investment warrants;
      • 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
001248176 MICHELLE JANE KELADA Current 2018-05-07
001007546 JAMES WEIR Current 2017-09-13
000442711 MELISSA JAYDE PURNELL Ceased 2017-07-20
001248572 ELYSE MARIE BAMBER Ceased 2017-04-06
001252150 NICHOLAS PETER SIEMENSMA Ceased 2017-02-20
000429656 GIULIA CUNNINGHAM Current 2017-02-16
001250773 BILLY TOMLIN Ceased 2016-12-20
000417980 CAMERON DAVID PATTERSON Current 2016-09-23
001247905 JORDAN JAMES PAGE Ceased 2016-09-19
001241302 JASON COSSAI Ceased 2016-09-19

Office Location

Locality PERTH
State WA
Postcode 6000
Country Australia

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KBI GROUP PTY LTD 2017-04-26 Perth, WA 6000, Australia
MOORE STEPHENS (WA) FINANCIAL SERVICES PTY LTD 2017-03-01 Perth, WA 6000, Australia
TAURUS HOLDINGS AUSTRALIA PTY LTD 2017-02-17 Perth, WA 6000, Australia
AXELROD CAPITAL INVESTMENT MANAGEMENT LIMITED 2017-02-16 Perth, WA 6000, Australia
MKT PTY LTD 2016-12-19 Perth, WA 6000, Australia
JINDALEE PARTNERS PTY LTD 2016-09-23 Perth, WA 6000, Australia
BURNS SIEBER FINANCIAL PLANNING PTY LTD 2016-06-24 Perth, WA 6000, Australia

Competitor

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Postal Code 6000

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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.