MOMENTUM WEALTH MANAGEMENT CORPORATION PTY LTD


Address: Mount Waverley, VIC 3149, Australia

MOMENTUM WEALTH MANAGEMENT CORPORATION PTY LTD (Licence# 000454895) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 7, 2014.

Service Overview

Register Name AFS Licence
Licence Name MOMENTUM WEALTH MANAGEMENT CORPORATION PTY LTD
Licence Number 000454895
Licence ACN 168372870
Issue Date 2014-04-07
Locality MOUNT WAVERLEY
State VIC
Postcode 3149
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;
    • 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; 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;
      • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000235819 PAUL ANDREW HUGGINS Current 2017-03-29
001232705 KEVIN JOSEPH MCKAY Current 2015-06-18
000242646 TONY PETER BONIELLO Ceased 2015-05-25

Office Location

Locality MOUNT WAVERLEY
State VIC
Postcode 3149
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
WIT CAPITAL GROUP PTY LTD 2018-06-28 Mount Waverley, VIC 3149, Australia
KENNEDY, BRENDAN 2017-05-18 Mount Waverley, VIC 3149, Australia
DUMAS GORDON & TAN PTY. LTD. 2017-05-01 Mount Waverley, VIC 3149, Australia
COMPLETE COMMERCE FINANCIAL PTY LTD 2017-03-30 Mount Waverley, VIC 3149, Australia
FACTOR1 CONSULTING PTY LTD 2017-03-08 Mount Waverley, VIC 3149, Australia
NGUYEN, HAO 2016-05-03 Mount Waverley, VIC 3149, Australia
ASSET INTERNATIONAL AUSTRALIA PTY LTD 2011-10-03 Mount Waverley, VIC 3149, Australia
MY OWN SUPER FUND PTY. LTD. 2004-12-20 Mount Waverley, VIC 3149, Australia
MCA INSURANCE BROKERS PTY. LTD. 2004-03-01 Mount Waverley, VIC 3149, Australia

Financial services with the same locality

Service Name Issue Date Locality
WIT CAPITAL GROUP PTY LTD 2018-06-28 Mount Waverley, VIC 3149, Australia
KENNEDY, BRENDAN 2017-05-18 Mount Waverley, VIC 3149, Australia
DUMAS GORDON & TAN PTY. LTD. 2017-05-01 Mount Waverley, VIC 3149, Australia
COMPLETE COMMERCE FINANCIAL PTY LTD 2017-03-30 Mount Waverley, VIC 3149, Australia
FACTOR1 CONSULTING PTY LTD 2017-03-08 Mount Waverley, VIC 3149, Australia
NGUYEN, HAO 2016-05-03 Mount Waverley, VIC 3149, Australia
ASSET INTERNATIONAL AUSTRALIA PTY LTD 2011-10-03 Mount Waverley, VIC 3149, Australia
MY OWN SUPER FUND PTY. LTD. 2004-12-20 Mount Waverley, VIC 3149, Australia
MCA INSURANCE BROKERS PTY. LTD. 2004-03-01 Mount Waverley, VIC 3149, Australia

Competitor

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Postal Code 3149

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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.