WVB ADVISORY PTY LTD


Address: Fullarton, SA 5063, Australia

WVB ADVISORY PTY LTD (Licence# 000488415) 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 25, 2016.

Service Overview

Register Name AFS Licence
Licence Name WVB ADVISORY PTY LTD
Licence Number 000488415
Licence ABN 68611510359
Issue Date 2016-08-25
Locality FULLARTON
State SA
Postcode 5063
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
001250310 ANTONIOS VROULIS Current 2016-12-05
001250311 TODD MICHAEL BOND Current 2016-12-05

Office Location

Locality FULLARTON
State SA
Postcode 5063
Country Australia

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PERKS & ASSOCIATES PTY. LIMITED 2017-05-31 Parkside, SA 5063, Australia
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HAYES, PETER KENWICK 2016-06-06 Eastwood, SA 5063, Australia
BLUESTONE ACCOUNTANTS & BUSINESS ADVISERS PTY LTD 2016-06-06 Parkside, SA 5063, Australia
AK FINANCIAL PLANNING SERVICES PTY LTD 2016-05-18 Fullarton, SA 5063, Australia
WEALTH ON TRACK PTY LTD 2014-10-31 Eastwood, SA 5063, Australia
360PRIVATE WEALTH BY DESIGN PTY LIMITED 2014-07-14 Parkside, SA 5063, Australia
THE MILLS ADMINISTRATION PTY LTD 2013-03-19 Eastwood, SA 5063, Australia
SOUTHERN CROSS EQUITY GROUP PTY LTD 2012-02-24 Parkside, SA 5063, Australia
ARLINGTON WHYTE F.P. PTY LTD 2010-07-27 Frewville, SA 5063, Australia

Competitor

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Postal Code 5063

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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.