INTEGRITY PRIVATE WEALTH PTY LTD


Address: Hurstville, NSW 2220, Australia

INTEGRITY PRIVATE WEALTH PTY LTD (Licence# 000436298) 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 3, 2013.

Service Overview

Register Name AFS Licence
Licence Name INTEGRITY PRIVATE WEALTH PTY LTD
Licence Number 000436298
Licence ABN 45161731479
Issue Date 2013-06-03
Locality HURSTVILLE
State NSW
Postcode 2220
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;
      • superannuation; and
      • financial products limited to:
    • miscellaneous financial investment products limited to MDA services; 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 investment products limited to MDA services; 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;
      • 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;
        • superannuation; and
        • financial products limited to:
      • miscellaneous financial investment products limited to MDA services;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000454021 TIMOTHY FULLER Current 2018-07-01
001000495 DAVID LENNAN Current 2013-10-01
001000497 SIMON JAMES O'DONNELL Current 2013-06-04

Office Location

Locality HURSTVILLE
State NSW
Postcode 2220
Country Australia

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MUNRO SPAUL FINANCIAL SERVICES PTY LTD 2016-11-23 Hurstville, NSW 2220, Australia
TAM, BENJAMIN SIU 2016-09-09 Hurstville Grove, NSW 2220, Australia
WONG, LAI KUEN 2016-07-29 Hurstville, NSW 2220, Australia
SH SMSF ADVICE PTY LTD 2016-06-30 Hurstville, NSW 2220, Australia
YANG, MING 2016-04-27 Hurstville, NSW 2220, Australia
MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED 2014-07-23 Hurstville, NSW 2220, Australia
TRADE WIND FINANCIAL SERVICES PTY LTD 2014-07-02 Hurstville, NSW 2220, Australia

Competitor

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Postal Code 2220

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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.