LIBERTAS WEALTH CONSULTING PTY LTD


Address: Lane Cove, NSW 2066, Australia

LIBERTAS WEALTH CONSULTING PTY LTD (Licence# 000422763) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 23, 2012.

Service Overview

Register Name AFS Licence
Licence Name LIBERTAS WEALTH CONSULTING PTY LTD
Licence Number 000422763
Licence ABN 95158537949
Issue Date 2012-07-23
Locality LANE COVE
State NSW
Postcode 2066
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;
      • interests in managed investment schemes limited to:
      • MDA 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;
        • interests in managed investment schemes limited to:
        • MDA 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
000232328 DAVID HARRISON Current 2017-11-13
000439858 BEN LESTER Current 2017-11-13
000448667 NICHOLAS STEPHEN TALLEY Current 2017-11-13
000231582 IAN CANTWELL Ceased 2017-11-13
000247793 MICHAEL REES-EVANS Current 2012-07-24

Office Location

Locality LANE COVE
State NSW
Postcode 2066
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
NAVIGATE GLOBAL PAYMENTS PTY LTD 2018-06-04 Lane Cove West, NSW 2066, Australia
HAN, LE 2017-02-14 Lane Cove North, NSW 2066, Australia
INCEPTION FIDUCIARY PTY LIMITED 2016-09-21 Lane Cove, NSW 2066, Australia
SERNACK, GREGORY ASHER 2016-06-20 Lane Cove, NSW 2066, Australia
KAIZEN CAPITAL PTY LTD 2010-01-28 Longueville, NSW 2066, Australia
KINGSTON FINANCIAL PTY LIMITED 2006-03-14 Lane Cove, NSW 2066, Australia
CENTURY CAPITAL CORPORATION PTY LIMITED 2004-02-11 Longueville, NSW 2066, Australia
JULLIARD ADVISORY GROUP PTY LIMITED 2003-07-01 Lane Cove, NSW 2066, Australia
ZIPMONEY SECURITIES LTD 2002-08-08 Lane Cove, NSW 2066, Australia

Financial services with the same locality

Service Name Issue Date Locality
INCEPTION FIDUCIARY PTY LIMITED 2016-09-21 Lane Cove, NSW 2066, Australia
SERNACK, GREGORY ASHER 2016-06-20 Lane Cove, NSW 2066, Australia
KINGSTON FINANCIAL PTY LIMITED 2006-03-14 Lane Cove, NSW 2066, Australia
JULLIARD ADVISORY GROUP PTY LIMITED 2003-07-01 Lane Cove, NSW 2066, Australia
ZIPMONEY SECURITIES LTD 2002-08-08 Lane Cove, NSW 2066, Australia

Competitor

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Postal Code 2066

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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.