WEALTHMALL FINANCIAL SERVICES PTY LTD


Address: Mosman, NSW 2088, Australia

WEALTHMALL FINANCIAL SERVICES PTY LTD (Licence# 000488726) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is February 28, 2017.

Service Overview

Register Name AFS Licence
Licence Name WEALTHMALL FINANCIAL SERVICES PTY LTD
Licence Number 000488726
Licence ABN 16612535181
Issue Date 2017-02-28
Locality MOSMAN
State NSW
Postcode 2088
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
001264606 LINAN BROWNE Current 2017-08-18

Office Location

Locality MOSMAN
State NSW
Postcode 2088
Country Australia

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MOSMAN ACCOUNTANTS PTY LTD 2017-06-22 Mosman, NSW 2088, Australia
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PMA STRATEGIC ADVISORY SERVICES PTY LTD 2017-02-10 Mosman, NSW 2088, Australia
MINCHIN MOORE PRIVATE WEALTH PTY LTD 2015-11-18 Mosman, NSW 2088, Australia
RVM CAPITAL PTY LTD 2014-07-04 Mosman, NSW 2088, Australia
EVEREST ASSET MANAGEMENT PTY LTD 2013-07-05 Mosman, NSW 2088, Australia
BEDROCK CAPITAL PTY LTD 2013-03-19 Mosman, NSW 2088, Australia
INSURE ME NOW PTY. LIMITED 2012-06-01 Mosman, NSW 2088, Australia
PANTAENIUS AUSTRALIA PTY LTD 2011-12-19 Mosman, NSW 2088, Australia
FINSBURY CAPITAL ADVISORS PTY LIMITED 2010-03-24 Mosman, NSW 2088, Australia

Competitor

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Postal Code 2088

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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.