WILMIT PTY. LTD.


Address: Malvern, VIC 3144, Australia

WILMIT PTY. LTD. (Licence# 000485871) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 18, 2016.

Service Overview

Register Name AFS Licence
Licence Name WILMIT PTY. LTD.
Licence Number 000485871
Licence ABN 56052503385
Issue Date 2016-11-18
Locality MALVERN
State VIC
Postcode 3144
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:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; and
    • 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
000343445 DOUGLAS JOHN MITCHELL Current 2018-06-27

Office Location

Locality MALVERN
State VIC
Postcode 3144
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
JSM MANAGEMENT PTY LTD 2017-12-18 Malvern, VIC 3144, Australia
MADDERN SMSF PTY LTD 2016-10-18 Malvern, VIC 3144, Australia
GENESIS SUPER TAX GROUP PTY LTD 2016-10-06 Malvern, VIC 3144, Australia
MODY & CO. PTY. LTD. 2016-08-31 Malvern, VIC 3144, Australia
INSIGHT CAPITAL ADVISORS PTY LTD 2016-02-12 Malvern, VIC 3144, Australia
PREFERRED CARBON AUSTRALIA PTY LTD 2013-01-08 Malvern, VIC 3144, Australia
HOWARD-OSMOND FINANCIAL SERVICES PTY LTD 2011-11-23 Malvern, VIC 3144, Australia
MADDERN FINANCIAL ADVISERS PTY. LTD. 2009-03-31 Malvern, VIC 3144, Australia
72 FINANCIAL PTY LTD 2005-05-20 Malvern, VIC 3144, Australia
CANTERBURY HILL ADVISORY PTY LTD 2004-02-04 Kooyong, VIC 3144, Australia

Competitor

Search similar business entities

Postal Code 3144

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.