WEALTH ON TRACK PTY LTD


Address: Eastwood, SA 5063, Australia

WEALTH ON TRACK PTY LTD (Licence# 000465168) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 31, 2014.

Service Overview

Register Name AFS Licence
Licence Name WEALTH ON TRACK PTY LTD
Licence Number 000465168
Licence ACN 137000312
Issue Date 2014-10-31
Locality EASTWOOD
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;
    • 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;
      • securities; and
      • superannuation; and
  • deal in a financial product by:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • 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;
        • securities; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000339069 STEPHEN FOXTON GREATREX Current 2014-11-01
000433234 GLENYS GAI COOK Current 2014-11-01

Office Location

Locality EASTWOOD
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
360PRIVATE WEALTH BY DESIGN PTY LIMITED 2014-07-14 Parkside, 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.