HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD


Address: Wollongong, NSW 2500, Australia

HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD (Licence# 000418747) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 3, 2012.

Service Overview

Register Name AFS Licence
Licence Name HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Licence Number 000418747
Licence ABN 93156051964
Issue Date 2012-05-03
Locality WOLLONGONG
State NSW
Postcode 2500
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
001247057 MITCHELL TULLY MARKWICK Current 2016-08-22
001003154 KIERAN ROONEY Current 2015-07-01
001000132 PAUL CRAIG BOTTELE Current 2012-07-01
001000133 CRAIG WILLIAM DEAN Current 2012-07-01

Office Location

Locality WOLLONGONG
State NSW
Postcode 2500
Country Australia

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DOMINION ADMIN SERVICES PTY LTD 2009-02-05 Wollongong, NSW 2500, Australia
IMB SECURITISATION SERVICES PTY LIMITED 2005-08-19 Wollongong, NSW 2500, Australia
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LYSAGHT CREDIT UNION LTD 2004-03-11 Wollongong, NSW 2500, Australia
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Competitor

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Postal Code 2500

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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.