LIGHTHOUSE WEALTH MANAGEMENT PTY LTD


Address: Hawthorn East, VIC 3123, Australia

LIGHTHOUSE WEALTH MANAGEMENT PTY LTD (Licence# 000418445) 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 1, 2012.

Service Overview

Register Name AFS Licence
Licence Name LIGHTHOUSE WEALTH MANAGEMENT PTY LTD
Licence Number 000418445
Licence ABN 62129894533
Issue Date 2012-10-01
Locality HAWTHORN EAST
State VIC
Postcode 3123
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;
    • 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; 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;
      • 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;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000300112 HAMISH DAVID PYM Current 2013-01-09

Office Location

Locality HAWTHORN EAST
State VIC
Postcode 3123
Country Australia

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TIERNAN PARSONS FINANCIAL SERVICES PTY. LTD. 2011-02-01 Hawthorn East, VIC 3123, Australia
PETERSMCKEOWN PTY LTD 2006-04-07 Hawthorn East, VIC 3123, Australia
THE COMPLETE PLANNER PTY LTD 2004-09-15 Hawthorn East, VIC 3123, Australia
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Competitor

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Postal Code 3123

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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.