TWF FINANCIAL PTY LTD


Address: South Yarra, VIC 3141, Australia

TWF FINANCIAL PTY LTD (Licence# 000488939) 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 23, 2017.

Service Overview

Register Name AFS Licence
Licence Name TWF FINANCIAL PTY LTD
Licence Number 000488939
Licence ABN 61612345454
Issue Date 2017-02-23
Locality SOUTH YARRA
State VIC
Postcode 3141
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; 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
001264553 MICHAEL ROBIN THACKER Current 2017-02-23

Office Location

Locality SOUTH YARRA
State VIC
Postcode 3141
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
BRADSHAW, DAVID ANTHONY 2017-07-05 South Yarra, VIC 3141, Australia
EKS ADVISORY PTY LTD 2017-06-01 South Yarra, VIC 3141, Australia
ARK INVESTMENT PARTNERS PTY LTD 2016-08-11 South Yarra, VIC 3141, Australia
C W SPITTAL & ASSOCIATES (MANAGEMENT) PTY LTD 2016-06-16 South Yarra, VIC 3141, Australia
SMSF ADVANTAGE PTY. LTD. 2016-06-10 South Yarra, VIC 3141, Australia
INTRINSIC PARTNERS PTY LTD 2015-06-25 South Yarra, VIC 3141, Australia
AVOCA CAPITAL ADVISORS PTY LIMITED 2015-02-26 South Yarra, VIC 3141, Australia
INVESTOR CAPITAL ADVISORY PTY LTD 2014-02-20 South Yarra, VIC 3141, Australia
VICTORIA CAPITAL PTY LTD 2012-12-03 South Yarra, VIC 3141, Australia
AQUILA SECURITIES PTY. LTD. 2012-05-11 South Yarra, VIC 3141, Australia

Competitor

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Postal Code 3141

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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.