HAMILTON WEALTH MANAGEMENT PTY LTD


Address: Glen Iris, VIC 3146, Australia

HAMILTON WEALTH MANAGEMENT PTY LTD (Licence# 000440046) 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 29, 2013.

Service Overview

Register Name AFS Licence
Licence Name HAMILTON WEALTH MANAGEMENT PTY LTD
Licence Number 000440046
Licence ABN 84155674043
Issue Date 2013-07-29
Locality GLEN IRIS
State VIC
Postcode 3146
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;
    • 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;
      • 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;
      • 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
001239622 JOHN LEIGHTON GREEN Current 2016-02-21
000447556 WILLIAM BIRD Ceased 2015-02-02
000443871 WILLIAM FORESTER HAMILTON Current 2014-01-01
000435168 IAN ROSS GILLIES Current 2013-08-19

Office Location

Locality GLEN IRIS
State VIC
Postcode 3146
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
HAZELWOOD HALL PTY. LTD. 2016-05-31 Glen Iris, VIC 3146, Australia
FUNDIT LIMITED 2015-04-15 Glen Iris, VIC 3146, Australia
THE TRADING GAME PTY LTD 2015-01-29 Glen Iris, VIC 3146, Australia
RKN ANALYSIS PTY LTD 2008-11-17 Glen Iris, VIC 3146, Australia
CRABB TUDER FINANCIAL SERVICES PTY. LTD. 2006-09-28 Glen Iris, VIC 3146, Australia
KEY ENERGY & RESOURCES PTY LTD 2005-02-22 Glen Iris, VIC 3146, Australia
TOORONGA CORPORATE FINANCE PTY LIMITED 2004-02-24 Glen Iris, VIC 3146, Australia

Financial services with the same locality

Service Name Issue Date Locality
HAZELWOOD HALL PTY. LTD. 2016-05-31 Glen Iris, VIC 3146, Australia
FUNDIT LIMITED 2015-04-15 Glen Iris, VIC 3146, Australia
THE TRADING GAME PTY LTD 2015-01-29 Glen Iris, VIC 3146, Australia
RKN ANALYSIS PTY LTD 2008-11-17 Glen Iris, VIC 3146, Australia
CRABB TUDER FINANCIAL SERVICES PTY. LTD. 2006-09-28 Glen Iris, VIC 3146, Australia
KEY ENERGY & RESOURCES PTY LTD 2005-02-22 Glen Iris, VIC 3146, Australia
TOORONGA CORPORATE FINANCE PTY LIMITED 2004-02-24 Glen Iris, VIC 3146, Australia

Competitor

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Postal Code 3146

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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.