VESTED EQUITIES PTY LTD


Address: Surfers Paradise, QLD 4217, Australia

VESTED EQUITIES PTY LTD (Licence# 000478987) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 23, 2016.

Service Overview

Register Name AFS Licence
Licence Name VESTED EQUITIES PTY LTD
Licence Number 000478987
Licence ABN 54601621390
Issue Date 2016-02-23
Locality SURFERS PARADISE
State QLD
Postcode 4217
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;
    • derivatives;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities; and
      • standard margin lending facility; 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;
      • derivatives;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities; and
        • standard margin lending facility;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001261899 LUCAS CHAGAS Current 2018-01-22
001254827 SAMUEL OWEN JAMES Ceased 2017-05-08
001251928 BRENT NICHOLLS Ceased 2017-01-25
001251927 AXEL JOHN RAFTOS Ceased 2017-01-23
001251245 NIELSEN ANDRE VAROY Current 2017-01-16
001006192 CALLUM PRITCHARD Ceased 2017-01-16
001247914 LEON IANOWITZKY Current 2016-09-19
000283679 LAWRANCE GODWIN Current 2016-03-16
000311658 STUART MCCLURE Current 2016-03-16
000311664 WILLIAM CHIEN Current 2016-03-16

Office Location

Locality SURFERS PARADISE
State QLD
Postcode 4217
Country Australia

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QUINBROOK ASSET MANAGEMENT PTY LTD 2018-05-11 Isle of Capri, QLD 4217, Australia
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AQUA GOLD FINANCIAL SERVICES PTY LTD 2017-01-19 Surfers Paradise, QLD 4217, Australia
CAMBIO GROUP AFSL PTY LTD 2016-08-23 Bundall, QLD 4217, Australia
HORIZON FUNDS MANAGEMENT PTY LTD 2016-06-08 Bundall, QLD 4217, Australia
JULIE BLAND CONSULTING PTY LTD 2016-04-26 Benowa, QLD 4217, Australia
MAINSTAY UNDERWRITING PTY LTD 2016-03-21 Bundall, QLD 4217, Australia
YOUR FINANCIAL ADVISOR PTY. LTD. 2016-01-22 Surfers Paradise, QLD 4217, Australia
CORE VALUE FA PTY LTD 2016-01-18 Bundall, QLD 4217, Australia
CORP-PLAN WEALTH MANAGEMENT PTY LTD 2015-10-27 Bundall, QLD 4217, Australia

Competitor

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Postal Code 4217

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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.