WISE FINANCIAL ADVISORS PTY LTD


Address: Dandenong, VIC 3175, Australia

WISE FINANCIAL ADVISORS PTY LTD (Licence# 000478848) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 13, 2016.

Service Overview

Register Name AFS Licence
Licence Name WISE FINANCIAL ADVISORS PTY LTD
Licence Number 000478848
Licence ABN 87600163522
Issue Date 2016-01-13
Locality DANDENONG
State VIC
Postcode 3175
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:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; and
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001259292 THURAISINGAM VASANTHAKUMAR Current 2016-07-01

Office Location

Locality DANDENONG
State VIC
Postcode 3175
Country Australia

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R.J. SANDERSON & ASSOCIATES PTY. LTD. 2016-06-24 Dandenong, VIC 3175, Australia
PRZULJ, ANGELA 2016-06-21 Dandenong, VIC 3175, Australia
SIRVA PTY LTD 2005-11-17 Dandenong, VIC 3175, Australia
DOUG KERR INSURANCE CONSULTANTS PTY. LTD. 2004-03-10 Dandenong, VIC 3175, Australia
SEAR & ASSOCIATES INSURANCE BROKERS PTY. LTD. 2004-03-10 Dandenong, VIC 3175, Australia
FINANCIAL FOUNDATIONS AUSTRALIA PTY. LTD. 2003-10-09 Dandenong, VIC 3175, Australia
M.W.Y. FINANCIAL SERVICES PTY. LTD. 2002-11-06 Dandenong, VIC 3175, Australia
RMBL INVESTMENTS LIMITED 2002-10-15 Dandenong, VIC 3175, Australia

Competitor

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Postal Code 3175

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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.