WEALTH TODAY PTY LTD


Address: West Leederville, WA 6007, Australia

WEALTH TODAY PTY LTD (Licence# 000340289) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 17, 2009.

Service Overview

Register Name AFS Licence
Licence Name WEALTH TODAY PTY LTD
Licence Number 000340289
Licence ABN 62133393263
Issue Date 2009-11-17
Locality WEST LEEDERVILLE
State WA
Postcode 6007
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
000441409 BRADLEY COCHRANE Current 2018-08-29
001266842 DANIEL THOMPSON Current 2018-08-16
001233685 JULIAN SHANE MUSGRAVE Current 2018-08-15
001266823 PAUL MAGIATIS Current 2018-08-15
000334880 BRIAN RODNEY CORNELL Current 2018-07-24
000231056 JAMES PETER HENDERSON Current 2018-07-06
000234896 MATTHEW PERRY Current 2018-07-06
000245450 TRENT BURTON SAMPSON Current 2018-07-06
000246023 ROSS WILLIAM LEDGER Current 2018-07-06
000246825 BERNARD DOBSON Current 2018-07-06

Office Location

Locality WEST LEEDERVILLE
State WA
Postcode 6007
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
QUADRANT INVESTMENTS PTY LTD 2017-08-02 West Leederville, WA 6007, Australia
CBSW PTY LTD 2017-03-10 West Leederville, WA 6007, Australia
MARKETECH STOCKBROKING PTY. LTD. 2016-07-22 West Leederville, WA 6007, Australia
M FUNDS LIMITED 2014-07-18 West Leederville, WA 6007, Australia
BENEFICIAL FINANCIAL PLANNING PTY LTD 2007-02-21 Leederville, WA 6007, Australia
SCOPE PROPERTY GROUP PTY LTD 2006-05-05 West Leederville, WA 6007, Australia
M CAPITAL MANAGEMENT LIMITED 2005-01-21 West Leederville, WA 6007, Australia
WATER CORPORATION SUPERANNUATION PTY LIMITED 2004-02-01 Leederville, WA 6007, Australia
SEXTON INSURANCE BROKING PTY. LTD. 2003-10-17 West Leederville, WA 6007, Australia

Financial services with the same locality

Service Name Issue Date Locality
QUADRANT INVESTMENTS PTY LTD 2017-08-02 West Leederville, WA 6007, Australia
CBSW PTY LTD 2017-03-10 West Leederville, WA 6007, Australia
MARKETECH STOCKBROKING PTY. LTD. 2016-07-22 West Leederville, WA 6007, Australia
M FUNDS LIMITED 2014-07-18 West Leederville, WA 6007, Australia
SCOPE PROPERTY GROUP PTY LTD 2006-05-05 West Leederville, WA 6007, Australia
M CAPITAL MANAGEMENT LIMITED 2005-01-21 West Leederville, WA 6007, Australia
SEXTON INSURANCE BROKING PTY. LTD. 2003-10-17 West Leederville, WA 6007, Australia

Competitor

Search similar business entities

Postal Code 6007

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.