ALLEGRA WEALTH PTY LIMITED


Address: Barton, ACT 2600, Australia

ALLEGRA WEALTH PTY LIMITED (Licence# 000420125) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 1, 2012.

Service Overview

Register Name AFS Licence
Licence Name ALLEGRA WEALTH PTY LIMITED
Licence Number 000420125
Licence ABN 65154288927
Issue Date 2012-06-01
Locality BARTON
State ACT
Postcode 2600
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;
      • 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;
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001002211 GRANT MATHEW ALLEYN Current 2012-07-16

Office Location

Locality BARTON
State ACT
Postcode 2600
Country Australia

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Service Name Issue Date Locality
CIVIC INSURANCE PTY LTD 2017-08-29 Canberra, ACT 2600, Australia
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HARDWICKES PARTNERS PTY LTD 2016-08-11 Deakin, ACT 2600, Australia
LEDGER RUTLEDGE & WALKER PTY LTD 2016-06-15 Deakin West, ACT 2600, Australia
WARRINGTON PRIVATE WEALTH PTY LTD 2016-01-21 Deakin, ACT 2600, Australia
AVANTAGRI AUSTRALIA PTY LTD 2014-08-26 Deakin, ACT 2600, Australia
VERITAS WEALTH SOLUTIONS PTY LTD 2013-03-12 Barton, ACT 2600, Australia
1KW ADELAIDE PTY LTD 2010-02-15 Barton, ACT 2600, Australia
ASET WEALTH MANAGEMENT PTY LTD 2007-11-02 Barton, ACT 2600, Australia
AVSUPER PTY LTD 2004-03-01 Canberra, ACT 2600, Australia

Competitor

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Postal Code 2600

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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.