THE WELFARE FUND LIMITED


Address: Parramatta, NSW 2150, Australia

THE WELFARE FUND LIMITED (Licence# 000434065) 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 4, 2013.

Service Overview

Register Name AFS Licence
Licence Name THE WELFARE FUND LIMITED
Licence Number 000434065
Licence ABN 25155698105
Issue Date 2013-06-04
Locality PARRAMATTA
State NSW
Postcode 2150
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;
    • life products limited to:
      • 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; and
    • financial products limited to:
      • miscellaneous financial risk products limited to mutual risk products; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • financial products limited to:
        • miscellaneous financial risk products limited to mutual risk products; and
    • 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; and
      • life products limited to:
        • 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;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001233081 FRANK FONTANA Current 2018-07-30

Office Location

Locality PARRAMATTA
State NSW
Postcode 2150
Country Australia

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Competitor

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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.