NETWORTH ADVISORS PTY LTD


Address: Double Bay, NSW 2028, Australia

NETWORTH ADVISORS PTY LTD (Licence# 000485226) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is August 29, 2016.

Service Overview

Register Name AFS Licence
Licence Name NETWORTH ADVISORS PTY LTD
Licence Number 000485226
Licence ABN 57601880620
Issue Date 2016-08-29
Locality DOUBLE BAY
State NSW
Postcode 2028
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000333664 PETER DAVID DUNWORTH Current 2016-08-30

Office Location

Locality DOUBLE BAY
State NSW
Postcode 2028
Country Australia

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THAMES CAPITAL GROUP PTY LTD 2016-11-04 Double Bay, NSW 2028, Australia
PACIFIC 8 PTY LTD 2016-08-22 Double Bay, NSW 2028, Australia
ASG INSURANCES PTY LIMITED 2016-06-14 Double Bay, NSW 2028, Australia
BLACKFOX PROPERTY PTY LTD 2015-12-09 Double Bay, NSW 2028, Australia
ATLAS ADVISORS AUSTRALIA PTY LTD 2013-09-20 Double Bay, NSW 2028, Australia
MOSHAV FINANCIAL WHOLESALE PTY LTD 2013-08-07 Double Bay, NSW 2028, Australia
CLARE ASSET MANAGEMENT PTY LTD 2013-02-01 Double Bay, NSW 2028, Australia
CREST FUNDS MANAGEMENT PTY LTD 2011-05-20 Double Bay, NSW 2028, Australia
HARBOUR MANAGEMENT PTY LTD 2010-11-29 Double Bay, NSW 2028, Australia
PHOENIX WEALTH MANAGEMENT PTY LIMITED 2008-04-21 Double Bay, NSW 2028, Australia

Competitor

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Postal Code 2028

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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.