LWM GROUP FINANCIAL SERVICES PTY LTD


Address: Gosford, NSW 2250, Australia

LWM GROUP FINANCIAL SERVICES PTY LTD (Licence# 000484614) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 24, 2016.

Service Overview

Register Name AFS Licence
Licence Name LWM GROUP FINANCIAL SERVICES PTY LTD
Licence Number 000484614
Licence ABN 36609859501
Issue Date 2016-06-24
Locality GOSFORD
State NSW
Postcode 2250
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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001264959 MATTHEW ROBERT MOORE Current 2016-06-24
001264960 SEAN ANTHONY MULLIGAN Current 2016-06-24

Office Location

Locality GOSFORD
State NSW
Postcode 2250
Country Australia

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BRANDER, LEIGH MAXWELL 2016-11-04 Niagara Park, NSW 2250, Australia
CENTRAL COAST BUSINESS SOLUTIONS PTY LTD 2016-08-11 Erina, NSW 2250, Australia
FAMILY DAY CARE AUSTRALIA LIMITED 2008-10-16 Gosford, NSW 2250, Australia
OAKWOOD FINANCIAL GROUP PTY LIMITED 2004-03-01 Gosford, NSW 2250, Australia
SHORTLAND INSURANCE BROKERS PTY LIMITED 2003-12-07 Gosford, NSW 2250, Australia
HNW PLANNING PTY LTD 2003-01-20 Erina, NSW 2250, Australia

Financial services with the same locality

Service Name Issue Date Locality
FAMILY DAY CARE AUSTRALIA LIMITED 2008-10-16 Gosford, NSW 2250, Australia
OAKWOOD FINANCIAL GROUP PTY LIMITED 2004-03-01 Gosford, NSW 2250, Australia
SHORTLAND INSURANCE BROKERS PTY LIMITED 2003-12-07 Gosford, NSW 2250, Australia

Competitor

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Postal Code 2250

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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.