EVENTUS WEALTH MANAGEMENT PTY LTD


Address: Mount Eliza, VIC 3930, Australia

EVENTUS WEALTH MANAGEMENT PTY LTD (Licence# 000335815) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 12, 2009.

Service Overview

Register Name AFS Licence
Licence Name EVENTUS WEALTH MANAGEMENT PTY LTD
Licence Number 000335815
Licence ABN 62134958642
Issue Date 2009-06-12
Locality MOUNT ELIZA
State VIC
Postcode 3930
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;
      • 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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000340625 WENDY ALEXANDRA GRANT FERGIE Current 2018-05-28
001262522 JESSICA STEPHANIE ORRICO Ceased 2018-03-01
001252077 JENNIFER ANNE WEIGHT Current 2017-02-13
001251978 DAVID RAYMOND CARLSON Current 2017-02-01
000340428 AUGUSTO CONTESSOTTO Ceased 2010-03-20
000245080 LOUISE ANN MORRIS Current 2009-06-13
000255380 ANGELA MAREE POLLARD Current 2009-06-13
000327995 DONALD ROY MCDONALD Current 2009-06-13

Office Location

Locality MOUNT ELIZA
State VIC
Postcode 3930
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
FIRST CHOICE SUPER PTY LTD 2016-12-15 Mount Eliza, VIC 3930, Australia
MASTER CAPITAL HOLDINGS PTY LTD 2015-04-07 Mount Eliza, VIC 3930, Australia
PYTHAGORAS INVESTMENT TIMING INDEX PTY. LTD. 2013-01-16 Mount Eliza, VIC 3930, Australia
FINANCIAL PLANNING EXPERT PTY LTD 2011-04-13 Mount Eliza, VIC 3930, Australia
WETHERILL, PAUL 2004-03-10 Mount Eliza, VIC 3930, Australia

Financial services with the same locality

Service Name Issue Date Locality
FIRST CHOICE SUPER PTY LTD 2016-12-15 Mount Eliza, VIC 3930, Australia
MASTER CAPITAL HOLDINGS PTY LTD 2015-04-07 Mount Eliza, VIC 3930, Australia
PYTHAGORAS INVESTMENT TIMING INDEX PTY. LTD. 2013-01-16 Mount Eliza, VIC 3930, Australia
FINANCIAL PLANNING EXPERT PTY LTD 2011-04-13 Mount Eliza, VIC 3930, Australia
WETHERILL, PAUL 2004-03-10 Mount Eliza, VIC 3930, Australia

Competitor

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Postal Code 3930

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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.