MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED


Address: Hurstville, NSW 2220, Australia

MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED (Licence# 000459027) 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 23, 2014.

Service Overview

Register Name AFS Licence
Licence Name MONEY WISDOM WEALTH MANAGEMENT PTY LIMITED
Licence Number 000459027
Licence ABN 21165412395
Issue Date 2014-07-23
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;
    • 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;
      • 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
000242771 WILLIAM BROOKER Current 2014-08-29

Office Location

Locality HURSTVILLE
State NSW
Postcode 2220
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
KNC PARTNERS PTY LTD 2017-03-23 Hurstville, NSW 2220, Australia
SYED, ABID ALAM 2017-03-03 Hurstville, NSW 2220, Australia
WIDDUP & CO. PTY LTD 2016-12-16 Hurstville, NSW 2220, Australia
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
TRADE WIND FINANCIAL SERVICES PTY LTD 2014-07-02 Hurstville, NSW 2220, Australia
INTEGRITY PRIVATE WEALTH PTY LTD 2013-06-03 Hurstville, NSW 2220, Australia

Competitor

Search similar business entities

Postal Code 2220

Improve Information

Please comment or provide details below to improve the information on .

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.