CENTRA WEALTH PTY LTD


Address: Adelaide, SA 5000, Australia

CENTRA WEALTH PTY LTD (Licence# 000422704) 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 1, 2012.

Service Overview

Register Name AFS Licence
Licence Name CENTRA WEALTH PTY LTD
Licence Number 000422704
Licence ABN 39158802450
Issue Date 2012-08-01
Locality ADELAIDE
State SA
Postcode 5000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice for the following classes of financial products:
    • derivatives limited to:
      • derivatives restricted only to those arrangements that are not able to be traded on any licensed market as there are no operating rules of any licensed financial market complying with Regulation 7.2.07(e)(i) or Regulation 7.2.07(e)(ii) for such arrangement;
  • 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;
    • derivatives limited to:
      • old law securities options contracts and warrants;
    • 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;
      • derivatives limited to:
        • old law securities options contracts and warrants;
      • derivatives restricted only to those arrangements that are not able to be traded on any licensed market as there are no operating rules of any licensed financial market complying with Regulation 7.2.07(e)(i) or Regulation 7.2.07(e)(ii) for such arrangement;
      • 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
000244633 ANTHONY PATRICK ANDERSON Ceased 2017-01-11
000293880 JASON DIXON Ceased 2016-10-17
000396549 CHRIS DEMETRIS PAPAYIANIS Current 2016-02-22
000333432 JONATHAN MICHAEL MAXTED Ceased 2015-06-03
000452884 CHARLES ASHLEY FELDERHOF Ceased 2014-12-08
000236542 DAVID MARIO ALAFACI Ceased 2014-07-02
000317382 DAVID JOHN SCARR Ceased 2013-08-05
000415171 ZACHARIAS IOANNIS ZACHARIA Current 2012-08-02
000421593 PIETER HENDRIK BOTHA Ceased 2012-08-02

Office Location

Locality ADELAIDE
State SA
Postcode 5000
Country Australia

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Competitor

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Postal Code 5000

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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.