ATLAS WEALTH MANAGEMENT PTY LTD


Address: Southport, QLD 4215, Australia

ATLAS WEALTH MANAGEMENT PTY LTD (Licence# 000471653) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 10, 2015.

Service Overview

Register Name AFS Licence
Licence Name ATLAS WEALTH MANAGEMENT PTY LTD
Licence Number 000471653
Licence ABN 98152187098
Issue Date 2015-03-10
Locality SOUTHPORT
State QLD
Postcode 4215
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;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • 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;
      • 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
000472140 DANIEL PAUL HACKETT Current 2018-02-26
001235329 JAMES RIDLEY Current 2017-10-23
001241082 JARRAD CRAIGE BROWN Current 2016-04-18
000420271 ADAM CRAIG BOLTON Ceased 2015-05-15
000336238 BRETT ANTHONY EVANS Current 2015-04-01

Office Location

Locality SOUTHPORT
State QLD
Postcode 4215
Country Australia

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Service Name Issue Date Locality
GRANGE FINANCIAL SERVICES PTY. LTD. 2017-05-31 Southport, QLD 4215, Australia
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BRIDGLAND FINDLAY ACCOUNTING PTY LTD 2016-07-07 Southport, QLD 4215, Australia
DICKFOS DUNN SUPERANNUATION SERVICES PTY LTD 2016-06-10 Southport, QLD 4215, Australia
POSITIVE DYNAMICS PTY. LTD. 2016-05-16 Southport, QLD 4215, Australia
MBA CORPORATE FINANCE & STRATEGY PTY LTD 2014-07-22 Southport, QLD 4215, Australia
OAK CAPITAL MORTGAGE FUND LIMITED 2013-11-06 Southport, QLD 4215, Australia
GI ASSET MANAGEMENT LIMITED 2013-05-01 Southport, QLD 4215, Australia
MYPLANNER PROFESSIONAL SERVICES PTY LTD 2012-09-18 Southport, QLD 4215, Australia
FS SECURITIES (QLD) PTY LTD 2011-12-01 Southport, QLD 4215, Australia

Competitor

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Postal Code 4215

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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.