FAMILY WEALTH STRATEGY PTY LTD


Address: Newcastle West, NSW 2302, Australia

FAMILY WEALTH STRATEGY PTY LTD (Licence# 000489148) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 30, 2017.

Service Overview

Register Name AFS Licence
Licence Name FAMILY WEALTH STRATEGY PTY LTD
Licence Number 000489148
Licence ABN 16613003339
Issue Date 2017-05-30
Locality NEWCASTLE WEST
State NSW
Postcode 2302
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
001266082 MICHAEL SHANE ROXBY Current 2017-05-30

Office Location

Locality NEWCASTLE WEST
State NSW
Postcode 2302
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
MINE SUPER SERVICES PTY LTD 2018-06-29 Newcastle West, NSW 2302, Australia
CDFMN AFSL LIMITED 2017-12-20 Newcastle West, NSW 2302, Australia
BALLINGERS FP PTY LTD 2009-08-25 Newcastle West, NSW 2302, Australia
KEYSTONE FINANCIAL PLANNING PTY LIMITED 2004-06-10 Newcastle West, NSW 2302, Australia
RM SUPERANNUATION SERVICES PTY LTD 2004-03-10 Newcastle West, NSW 2302, Australia
AUSCOAL SUPERANNUATION PTY LTD 2004-02-18 Newcastle West, NSW 2302, Australia
R & M INSURANCE BROKERS PTY LTD 2004-02-15 Newcastle West, NSW 2302, Australia
NEWCASTLE PERMANENT BUILDING SOCIETY LIMITED 2004-01-01 Newcastle West, NSW 2302, Australia

Financial services with the same locality

Service Name Issue Date Locality
MINE SUPER SERVICES PTY LTD 2018-06-29 Newcastle West, NSW 2302, Australia
CDFMN AFSL LIMITED 2017-12-20 Newcastle West, NSW 2302, Australia
BALLINGERS FP PTY LTD 2009-08-25 Newcastle West, NSW 2302, Australia
KEYSTONE FINANCIAL PLANNING PTY LIMITED 2004-06-10 Newcastle West, NSW 2302, Australia
RM SUPERANNUATION SERVICES PTY LTD 2004-03-10 Newcastle West, NSW 2302, Australia
AUSCOAL SUPERANNUATION PTY LTD 2004-02-18 Newcastle West, NSW 2302, Australia
R & M INSURANCE BROKERS PTY LTD 2004-02-15 Newcastle West, NSW 2302, Australia
NEWCASTLE PERMANENT BUILDING SOCIETY LIMITED 2004-01-01 Newcastle West, NSW 2302, Australia

Competitor

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Postal Code 2302

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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.