WMS SMSF SERVICES PTY LTD


Address: Robina, QLD 4226, Australia

WMS SMSF SERVICES PTY LTD (Licence# 000483182) 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 24, 2016.

Service Overview

Register Name AFS Licence
Licence Name WMS SMSF SERVICES PTY LTD
Licence Number 000483182
Licence ABN 95605730710
Issue Date 2016-03-24
Locality ROBINA
State QLD
Postcode 4226
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:
    • 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
001254130 BENJAMIN DEAN Current 2016-03-24

Office Location

Locality ROBINA
State QLD
Postcode 4226
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
INDEPENDENT WEALTH MANAGEMENT PTY LTD 2017-04-07 Robina, QLD 4226, Australia
M & M GROUP SUPERANNUATION PTY LTD 2017-02-20 Robina, QLD 4226, Australia
SB PARTNERS PTY LTD 2016-11-29 Clear Island Waters, QLD 4226, Australia
AUSTRALIAN AFFORDABLE HOUSING SECURITIES LIMITED 2015-10-01 Robina, QLD 4226, Australia
AUSTRALIAN ADVICE NETWORK PTY LTD 2015-04-20 Robina, QLD 4226, Australia
ACN 143 933 644 PTY LTD 2012-10-22 Robina, QLD 4226, Australia
WMS CORPORATE SERVICES PTY LTD 2012-08-22 Robina, QLD 4226, Australia
MAVEN CAPITAL PTY LTD 2012-05-11 Robina, QLD 4226, Australia
GAMMA WEALTH GROUP PTY LTD 2009-03-06 Robina, QLD 4226, Australia
GUARDIAN SECURITIES LIMITED 2004-07-29 Robina, QLD 4226, Australia

Competitor

Search similar business entities

Postal Code 4226

Improve Information

Please comment or provide details below to improve the information on .

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.