JCW PARTNERS PTY LIMITED

Address: Belrose, NSW 2085, Australia

JCW PARTNERS PTY LIMITED (Licence# 000488707) 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 17, 2016.

Service Overview

Register Name AFS Licence
Licence Name JCW PARTNERS PTY LIMITED
Licence Number 000488707
Licence ABN 17132186102
Issue Date 2016-11-17
Locality BELROSE
State NSW
Postcode 2085
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
001264532 JONATHAN WOOD Current 2016-11-17

Office Location

Locality BELROSE
State NSW
Postcode 2085
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
CB WEALTH SERVICES PTY LTD 2017-02-16 Belrose, NSW 2085, Australia
INTREPID BUSINESS SOLUTIONS PTY LIMITED 2013-12-23 Belrose, NSW 2085, Australia
NORRIS SMITH SECURITIES PTY LTD 2010-07-29 Davidson, NSW 2085, Australia
KNOWITDIGITAL PTY LTD 2009-03-24 Belrose, NSW 2085, Australia
F.D. BROWNE & CO PTY LIMITED 2004-07-14 Belrose, NSW 2085, Australia

Financial services with the same locality

Service Name Issue Date Locality
CB WEALTH SERVICES PTY LTD 2017-02-16 Belrose, NSW 2085, Australia
INTREPID BUSINESS SOLUTIONS PTY LIMITED 2013-12-23 Belrose, NSW 2085, Australia
KNOWITDIGITAL PTY LTD 2009-03-24 Belrose, NSW 2085, Australia
F.D. BROWNE & CO PTY LIMITED 2004-07-14 Belrose, NSW 2085, Australia

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CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 2085

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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.