LBW STRATEGIC PTY LTD


Address: Chatswood, NSW 2067, Australia

LBW STRATEGIC PTY LTD (Licence# 000491513) 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 9, 2017.

Service Overview

Register Name AFS Licence
Licence Name LBW STRATEGIC PTY LTD
Licence Number 000491513
Licence ACN 610086630
Issue Date 2017-03-09
Locality CHATSWOOD
State NSW
Postcode 2067
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:
    • deposit and payment products limited to:
      • basic deposit products;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001258215 GEORGE PHILIP ROCHIOS Current 2017-06-01

Office Location

Locality CHATSWOOD
State NSW
Postcode 2067
Country Australia

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314 FINANCIAL PARTNERSHIP PTY LTD 2018-06-21 Chatswood, NSW 2067, Australia
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RR CONSULTANCY PTY LTD 2017-03-09 Chatswood, NSW 2067, Australia
VCF CAPITAL PARTNERS PTY LIMITED 2016-12-21 Chatswood, NSW 2067, Australia
CARRUTHERS PTY LIMITED 2016-12-07 Chatswood, NSW 2067, Australia
HCG WEALTH PTY LIMITED 2016-10-04 Chatswood, NSW 2067, Australia
KEY SOLUTIONS GROUP (ACCOUNTANTS & BUSINESS CONSULTANTS) PTY LIMITED 2016-07-14 Chatswood, NSW 2067, Australia
SOFTCRAFT PTY LTD 2016-05-05 Chatswood, NSW 2067, Australia
WANG, JINGJING 2016-03-23 Chatswood West, NSW 2067, Australia
FULCRUM AUSTRALIS PTY LTD 2015-09-08 Chatswood, NSW 2067, Australia

Competitor

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Postal Code 2067

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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.