EVARO WEALTH PARTNERS PTY LTD


Address: North Sydney, NSW 2060, Australia

EVARO WEALTH PARTNERS PTY LTD (Licence# 000472429) 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 31, 2015.

Service Overview

Register Name AFS Licence
Licence Name EVARO WEALTH PARTNERS PTY LTD
Licence Number 000472429
Licence ABN 63602260579
Issue Date 2015-03-31
Locality NORTH SYDNEY
State NSW
Postcode 2060
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;
    • 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:
    • 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;
      • 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000250468 DIETMAR BIRKMANN Current 2018-07-15
001256925 ADY HRNCIC Current 2017-07-28
001256888 GYSBERT JOHAN BREDENHANN Current 2017-07-27
001251484 DAVID TONER Ceased 2017-01-25
000411461 JOEL SIMON EVANS Current 2015-05-15
000462076 JONATHAN POHL Current 2015-05-15
000404395 DEREK CONNELL YOUNG Ceased 2015-05-15
000411462 JAN DANIEL ROSSOUW Current 2015-04-15

Office Location

Locality NORTH SYDNEY
State NSW
Postcode 2060
Country Australia

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VOLT BANK LIMITED 2018-04-24 North Sydney, NSW 2060, Australia
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BIRLING PTY. LTD. 2018-02-07 North Sydney, NSW 2060, Australia
POTENTIA CAPITAL PTY LTD 2017-08-31 North Sydney, NSW 2060, Australia
ALPHAXO RISK PARTNERS PTY LIMITED 2017-06-05 North Sydney, NSW 2060, Australia
REEDY CAPITAL PTY LTD 2017-05-02 North Sydney, NSW 2060, Australia
BLACK GREEN EQUITY PTY LTD 2017-04-03 North Sydney, NSW 2060, Australia
VISION PLANNING & FINANCE (AUST) PTY LTD 2017-03-29 North Sydney, NSW 2060, Australia
SYDNEY BUSINESS ACCOUNTING PTY LTD 2017-03-02 North Sydney, NSW 2060, Australia
SYDNEY FINANCIAL PROFESSIONALS SERVICES PTY. LTD. 2017-02-28 North Sydney, NSW 2060, Australia

Competitor

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Postal Code 2060

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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.