WATTLE PARTNERS PTY LTD


Address: Richmond, VIC 3121, Australia

WATTLE PARTNERS PTY LTD (Licence# 000383169) 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 9, 2010.

Service Overview

Register Name AFS Licence
Licence Name WATTLE PARTNERS PTY LTD
Licence Number 000383169
Licence ABN 89145903840
Issue Date 2010-11-09
Locality RICHMOND
State VIC
Postcode 3121
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
001261652 NICHOLAS ALEXANDER MINTON Ceased 2018-02-02
001256369 JAMES DAMICOUCAS Ceased 2017-07-11
001247428 ISHAN DANTANARAYANA Current 2016-09-06
001007967 ROBERT JAMES LAYFIELD Ceased 2015-04-09
001007970 ANDREW LEE BUCHTA Ceased 2015-04-09
001007969 FREYA ZOE POYNTON Ceased 2015-04-09
001007967 ROBERT JAMES LAYFIELD Ceased 2013-03-15
001001050 JAMIE MARK NEMTSAS Current 2011-11-04
001001061 ERLING ASGER SORENSEN Ceased 2011-07-01
001001046 RUSSELL LLOYD LEES Current 2010-11-11

Office Location

Locality RICHMOND
State VIC
Postcode 3121
Country Australia

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JP WEALTH SECURITIES PTY LTD 2018-02-28 Richmond, VIC 3121, Australia
PROFESSIONAL INVESTMENT SOLUTIONS PTY. LTD. 2016-09-20 Richmond, VIC 3121, Australia
KENNEDY KING PTY LTD 2016-09-13 Richmond, VIC 3121, Australia
ALAN DREDGE & CO. PTY. LIMITED 2016-07-25 Richmond, VIC 3121, Australia
ARK ASSET MANAGEMENT AUSTRALIA LIMITED 2016-01-29 Richmond, VIC 3121, Australia
ENVISAGER SECURITIES LIMITED 2015-01-20 Cremorne, VIC 3121, Australia
RAMPERSAND MANAGEMENT PROPRIETARY LIMITED 2014-08-15 Cremorne, VIC 3121, Australia
RAMP CARBON PTY LTD 2012-12-17 Richmond, VIC 3121, Australia
PFA ADVISER SERVICES PTY LTD 2012-09-28 Richmond, VIC 3121, Australia
CHURCHILL CAPITAL AUSTRALIA PTY LIMITED 2006-11-28 Richmond, VIC 3121, Australia

Competitor

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Postal Code 3121

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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.