MONEYWISE FINANCIAL PLANNING PTY. LTD.

Address: Newport, NSW 2106, Australia

MONEYWISE FINANCIAL PLANNING PTY. LTD. (Licence# 000344099) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 24, 2010.

Service Overview

Register Name AFS Licence
Licence Name MONEYWISE FINANCIAL PLANNING PTY. LTD.
Licence Number 000344099
Licence ABN 79119543592
Issue Date 2010-08-24
Locality NEWPORT
State NSW
Postcode 2106
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
001006253 DARRYL KEITH PAUL Current 2010-08-24
000437925 NICK DAVOS Ceased 2005-01-01

Office Location

Locality NEWPORT
State NSW
Postcode 2106
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BILLTRADER PTY. LTD. 2017-03-01 Newport, NSW 2106, Australia
INGLIS FINANCIAL SERVICES PTY LIMITED 2016-06-21 Newport, NSW 2106, Australia
BOX CAPITAL PTY LIMITED 2014-11-17 Newport, NSW 2106, Australia
AZUR PACIFIC CAPITAL ADVISORS PTY LTD 2014-01-23 Newport, NSW 2106, Australia
AUSTRAL CAPITAL PTY LIMITED 2003-06-18 Newport, NSW 2106, Australia

Financial services with the same locality

Service Name Issue Date Locality
KEEP WEALTH PARTNERS PTY LTD 2017-06-06 Newport, VIC 3015, Australia
BILLTRADER PTY. LTD. 2017-03-01 Newport, NSW 2106, Australia
INGLIS FINANCIAL SERVICES PTY LIMITED 2016-06-21 Newport, NSW 2106, Australia
BOX CAPITAL PTY LIMITED 2014-11-17 Newport, NSW 2106, Australia
AZUR PACIFIC CAPITAL ADVISORS PTY LTD 2014-01-23 Newport, NSW 2106, Australia
AUSTRAL CAPITAL PTY LIMITED 2003-06-18 Newport, NSW 2106, Australia

Competitor

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Postal Code 2106

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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.