JBWERE LTD


Address: Melbourne, VIC 3000, Australia

JBWERE LTD (Licence# 000341162) 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 29, 2009.

Service Overview

Register Name AFS Licence
Licence Name JBWERE LTD
Licence Number 000341162
Licence ABN 68137978360
Issue Date 2009-10-29
Locality MELBOURNE
State VIC
Postcode 3000
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 including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment products;
    • derivatives;
    • foreign exchange contracts;
    • 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;
  • 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:
      • derivatives;
      • foreign exchange contracts; and
      • interests in managed investment schemes including:
        • investor directed portfolio services; and
        • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • non-cash payment products;
    • 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment products;
      • derivatives;
      • foreign exchange contracts;
      • 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;
        • securities;
        • standard margin lending facility; and
        • superannuation;
  • provide the following custodial or depository services:
    • operate investor directed portfolio services (each of which is referred to as the IDPS); and
      • operate custodial or depository services other than investor directed portfolio services;
        to retail and wholesale clients.

        Financial advisers

        Adviser Number Adviser Name Status Start Date
        001264554 JAMES CHARLES STEWART WILLIAMS Current 2018-05-28
        001263923 THUONG HOANG Current 2018-04-27
        001263954 ALEXANDER ROBERT CUDLIPP Current 2018-04-27
        001263228 MATTHEW GRANT PATTISON Current 2018-04-04
        001240346 BENJAMIN MCPHERSON Current 2018-02-26
        001261147 CHARLES WOOD Ceased 2018-01-08
        001260823 ANDREW JAMES MATHIS Current 2017-12-12
        001261513 KAVISHA ALLES Current 2017-12-12
        001260575 DEON CAVARRA Current 2017-10-23
        001005489 NICHOLAS COSTELLO Current 2017-10-16

        Office Location

        Locality MELBOURNE
        State VIC
        Postcode 3000
        Country Australia

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        Competitor

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        Postal Code 3000

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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.