WESTATE CAPITAL LTD

Address: Wembley, WA 6014, Australia

WESTATE CAPITAL LTD (Licence# 000328114) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 6, 2008.

Service Overview

Register Name AFS Licence
Licence Name WESTATE CAPITAL LTD
Licence Number 000328114
Licence ABN 49126818451
Issue Date 2008-10-06
Locality WEMBLEY
State WA
Postcode 6014
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice only, for the following classes of financial products:
    • interests in managed investment schemes excluding investor directed portfolio services;
    • securities; and
    • financial products limited to:
      • miscellaneous financial investment products limited to a financial investment in trusts where the trust asset is real property; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes excluding investor directed portfolio services;
      • securities; and
      • financial products limited to:
        • miscellaneous financial investment products limited to a financial investment in trusts where the trust asset is real property; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to wholesale clients.

      Office Location

      Locality WEMBLEY
      State WA
      Postcode 6014
      Country Australia

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      RESOLUTE FINANCIAL ADVISORY PTY LTD 2013-05-15 Wembley, WA 6014, Australia
      BEDBROOK PARTNERS PTY LTD 2012-10-15 Wembley, WA 6014, Australia
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      AVOCA GROUP PTY LTD 2005-07-08 Wembley, WA 6014, Australia
      SRG GROUP PTY LTD 2005-06-08 Wembley, WA 6014, Australia
      SUDAK PTY. LTD. 2003-07-15 Wembley, WA 6014, Australia

      Financial services with the same locality

      Service Name Issue Date Locality
      ROBINSON INSURANCE BROKING SERVICES PTY LTD 2017-06-23 Wembley, WA 6014, Australia
      MORAY PTY LTD 2015-10-28 Wembley, WA 6014, Australia
      RESOLUTE FINANCIAL ADVISORY PTY LTD 2013-05-15 Wembley, WA 6014, Australia
      BEDBROOK PARTNERS PTY LTD 2012-10-15 Wembley, WA 6014, Australia
      EVERSTONE WEALTH PTY LTD 2011-10-10 Wembley, WA 6014, Australia
      AVOCA GROUP PTY LTD 2005-07-08 Wembley, WA 6014, Australia
      SRG GROUP PTY LTD 2005-06-08 Wembley, WA 6014, Australia
      SUDAK PTY. LTD. 2003-07-15 Wembley, WA 6014, Australia

      Competitor

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      Postal Code 6014

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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.