DIRECT MY WEALTH PTY LTD


Address: Port Melbourne, VIC 3207, Australia

DIRECT MY WEALTH PTY LTD (Licence# 000481721) 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 DIRECT MY WEALTH PTY LTD
Licence Number 000481721
Licence ABN 11606059278
Issue Date 2016-01-13
Locality PORT MELBOURNE
State VIC
Postcode 3207
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;
      • 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;
      • 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;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001249713 LACHLAN IAN MCPHERSON Ceased 2016-11-15
001249244 MATTHEW JAMES PANTE Ceased 2016-10-31
000450525 RICARDO ARAUJO Ceased 2016-10-10
000343469 MATHEW LUKE SPENCER Current 2016-01-16

Office Location

Locality PORT MELBOURNE
State VIC
Postcode 3207
Country Australia

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BOYD LEGG FINANCIAL SERVICES PTY LTD 2016-06-06 Port Melbourne, VIC 3207, Australia
LEGG FINANCIAL SERVICES PTY LTD 2016-06-01 Port Melbourne, VIC 3207, Australia
EXPERIENCE WEALTH PTY LTD 2015-11-03 Port Melbourne, VIC 3207, Australia
CARDINAL FINANCIAL SERVICES PTY LTD 2011-12-01 Port Melbourne, VIC 3207, Australia
SPI FUNDS MANAGEMENT PTY LTD 2011-09-08 Port Melbourne, VIC 3207, Australia
ASSET BUILDER FINANCIAL SERVICES PTY LTD 2011-03-04 Port Melbourne, VIC 3207, Australia
DIOGENES RESEARCH PTY LTD 2006-02-20 Port Melbourne, VIC 3207, Australia
INSURANCE SERVICES AND MANAGEMENT PTY LIMITED 2006-01-31 Port Melbourne, VIC 3207, Australia

Competitor

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Postal Code 3207

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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.