ESCALA WEALTH MANAGEMENT PTY LTD


Address: Melbourne, VIC 3000, Australia

ESCALA WEALTH MANAGEMENT PTY LTD (Licence# 000456207) 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 9, 2014.

Service Overview

Register Name AFS Licence
Licence Name ESCALA WEALTH MANAGEMENT PTY LTD
Licence Number 000456207
Licence ABN 30162573828
Issue Date 2014-07-09
Locality MELBOURNE
State VIC
Postcode 3000
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;
    • derivatives;
    • foreign exchange contracts;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • 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;
      • deposit products other than basic deposit products;
      • derivatives;
      • foreign exchange contracts;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000448402 CONSTANCE GAIDATZIS Current 2018-07-01
001008097 MATTHEW IRWIN ZANDER Current 2017-07-01
001005955 LEO BRADY Current 2017-06-05
000296980 HEIDI KATE DAVIES Current 2017-05-01
001001234 THOMAS TIMOTHY MURPHY Current 2017-05-01
001001313 EDWARD ROBERT CHARLES BROOKE Current 2017-05-01
001001319 ALISON BLAIR THOMAS Current 2017-05-01
001005857 THOMAS PAUL MEAGHER Current 2017-02-01
001252468 GEORGE NASSIOS Current 2017-02-01
001252474 MARK COOPER Current 2017-02-01

Office Location

Locality MELBOURNE
State VIC
Postcode 3000
Country Australia

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TUXEDO MONEY PTY. LTD. 2018-06-13 Melbourne, VIC 3000, Australia
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APOLLO LEAGUE PTY LTD 2018-05-08 Melbourne, VIC 3000, Australia
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Competitor

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Postal Code 3000

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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.