CBSW PTY LTD


Address: West Leederville, WA 6007, Australia

CBSW PTY LTD (Licence# 000489210) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 10, 2017.

Service Overview

Register Name AFS Licence
Licence Name CBSW PTY LTD
Licence Number 000489210
Licence ABN 84146039956
Issue Date 2017-03-10
Locality WEST LEEDERVILLE
State WA
Postcode 6007
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
001259124 MATTHEW CLARK WALSH Current 2017-03-10

Office Location

Locality WEST LEEDERVILLE
State WA
Postcode 6007
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
QUADRANT INVESTMENTS PTY LTD 2017-08-02 West Leederville, WA 6007, Australia
MARKETECH STOCKBROKING PTY. LTD. 2016-07-22 West Leederville, WA 6007, Australia
M FUNDS LIMITED 2014-07-18 West Leederville, WA 6007, Australia
WEALTH TODAY PTY LTD 2009-11-17 West Leederville, WA 6007, Australia
BENEFICIAL FINANCIAL PLANNING PTY LTD 2007-02-21 Leederville, WA 6007, Australia
SCOPE PROPERTY GROUP PTY LTD 2006-05-05 West Leederville, WA 6007, Australia
M CAPITAL MANAGEMENT LIMITED 2005-01-21 West Leederville, WA 6007, Australia
WATER CORPORATION SUPERANNUATION PTY LIMITED 2004-02-01 Leederville, WA 6007, Australia
SEXTON INSURANCE BROKING PTY. LTD. 2003-10-17 West Leederville, WA 6007, Australia

Financial services with the same locality

Service Name Issue Date Locality
QUADRANT INVESTMENTS PTY LTD 2017-08-02 West Leederville, WA 6007, Australia
MARKETECH STOCKBROKING PTY. LTD. 2016-07-22 West Leederville, WA 6007, Australia
M FUNDS LIMITED 2014-07-18 West Leederville, WA 6007, Australia
WEALTH TODAY PTY LTD 2009-11-17 West Leederville, WA 6007, Australia
SCOPE PROPERTY GROUP PTY LTD 2006-05-05 West Leederville, WA 6007, Australia
M CAPITAL MANAGEMENT LIMITED 2005-01-21 West Leederville, WA 6007, Australia
SEXTON INSURANCE BROKING PTY. LTD. 2003-10-17 West Leederville, WA 6007, Australia

Competitor

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Postal Code 6007

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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.