360PRIVATE WEALTH BY DESIGN PTY LIMITED


Address: Parkside, SA 5063, Australia

360PRIVATE WEALTH BY DESIGN PTY LIMITED (Licence# 000458669) 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 14, 2014.

Service Overview

Register Name AFS Licence
Licence Name 360PRIVATE WEALTH BY DESIGN PTY LIMITED
Licence Number 000458669
Licence ABN 44169464135
Issue Date 2014-07-14
Locality PARKSIDE
State SA
Postcode 5063
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;
    • 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; 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;
      • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001261961 KYLIE GRAY Current 2018-02-07
001256846 ADAM MALZARD Current 2017-07-26
001255890 DANIELA RECH Current 2017-06-29
001250641 DALE KIRK Current 2016-12-07
001242049 TRIEU NGOC LOAN NGUYEN Ceased 2016-05-11
001235657 MICHAEL JAMES O'GRADY Ceased 2015-09-23
000367845 MICHAEL RE Current 2015-04-07
000409836 ANNA VAN GASTEREN Ceased 2015-02-25
001006623 ANTON SCHOLTE Ceased 2014-12-19
000295595 ADAM MATTHEW OZOLS Ceased 2014-12-01

Office Location

Locality PARKSIDE
State SA
Postcode 5063
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
PERKS & ASSOCIATES PTY. LIMITED 2017-05-31 Parkside, SA 5063, Australia
PRIMASSURE (AUSTRALIA) PTY. LTD. 2016-12-02 Eastwood, SA 5063, Australia
WVB ADVISORY PTY LTD 2016-08-25 Fullarton, SA 5063, Australia
HAYES, PETER KENWICK 2016-06-06 Eastwood, SA 5063, Australia
BLUESTONE ACCOUNTANTS & BUSINESS ADVISERS PTY LTD 2016-06-06 Parkside, SA 5063, Australia
AK FINANCIAL PLANNING SERVICES PTY LTD 2016-05-18 Fullarton, SA 5063, Australia
WEALTH ON TRACK PTY LTD 2014-10-31 Eastwood, SA 5063, Australia
THE MILLS ADMINISTRATION PTY LTD 2013-03-19 Eastwood, SA 5063, Australia
SOUTHERN CROSS EQUITY GROUP PTY LTD 2012-02-24 Parkside, SA 5063, Australia
ARLINGTON WHYTE F.P. PTY LTD 2010-07-27 Frewville, SA 5063, Australia

Competitor

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Postal Code 5063

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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.