LWP FINANCIAL PTY LTD


Address: Greensborough, VIC 3088, Australia

LWP FINANCIAL PTY LTD (Licence# 000423936) 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 12, 2012.

Service Overview

Register Name AFS Licence
Licence Name LWP FINANCIAL PTY LTD
Licence Number 000423936
Licence ABN 58158828525
Issue Date 2012-10-12
Locality GREENSBOROUGH
State VIC
Postcode 3088
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:
    • 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;
      • 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
000246173 SHARON TEE Current 2017-05-01
000232625 IRENA MARY BUTLER Current 2016-03-09
000270382 FRANCIS EDWARD MCCALL Ceased 2014-12-11
000232692 ANNA-LOUISE BROWN Current 2014-12-01
000455552 BRETT JACKSON Ceased 2014-04-01
000275366 JEROME FRANCIS PEARCE Current 2013-05-01
001000209 DENNIS LIM Current 2013-05-01
001000228 PETER GLENN WARREN Current 2013-05-01

Office Location

Locality GREENSBOROUGH
State VIC
Postcode 3088
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
COMMUNITAS WEALTH PTY LTD 2018-04-12 Greensborough, VIC 3088, Australia
PEARCE CALLAHAN & ASSOCIATES PTY. LTD. 2005-08-24 Greensborough, VIC 3088, Australia
OLD THEO PTY. LTD. 2002-06-18 Greensborough, VIC 3088, Australia

Financial services with the same locality

Service Name Issue Date Locality
COMMUNITAS WEALTH PTY LTD 2018-04-12 Greensborough, VIC 3088, Australia
PEARCE CALLAHAN & ASSOCIATES PTY. LTD. 2005-08-24 Greensborough, VIC 3088, Australia
OLD THEO PTY. LTD. 2002-06-18 Greensborough, VIC 3088, Australia

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Service Name Issue Date Locality
BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
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SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 3088

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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.