CROWN WEALTH GROUP PTY LTD


Address: Baulkham Hills, NSW 2153, Australia

CROWN WEALTH GROUP PTY LTD (Licence# 000494274) 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 28, 2017.

Service Overview

Register Name AFS Licence
Licence Name CROWN WEALTH GROUP PTY LTD
Licence Number 000494274
Licence ABN 22603037510
Issue Date 2017-03-28
Locality BAULKHAM HILLS
State NSW
Postcode 2153
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;
    • deposit products other than basic deposit products;
    • 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;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities; 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;
      • deposit products other than basic deposit products;
      • 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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000343630 COURTNEY LISTER Current 2018-08-24
000411234 KIRILEY ROPER Current 2018-08-16
000438486 LYLE EVAN ALEXIS FILER Current 2018-08-16
000441786 JOHN CHARLES CANNON Current 2018-08-16
000461168 BRADLEY TUPPACK Current 2018-08-16
000466908 TIMOTHY JOHN ARCHIBALD Current 2018-08-16
000239522 JOHN GRIMA Current 2018-07-31
000289662 JIM FAIRHALL-DICKIE Current 2018-07-30
001003322 CHAD BROOKES Current 2018-07-18
000289656 CRAIG RICHARDS Current 2018-07-13

Office Location

Locality BAULKHAM HILLS
State NSW
Postcode 2153
Country Australia

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HADLEY, MICHAEL ANTHONY 2017-02-28 Baulkham Hills, NSW 2153, Australia
GERCEK, DIANA 2017-02-22 Baulkham Hills, NSW 2153, Australia
AFP FINANCIAL PLANNING & CONSULTING PTY LTD 2017-01-11 Baulkham Hills, NSW 2153, Australia
SIMPLE SMSF SOLUTIONS PTY LTD 2017-01-09 Baulkham Hills, NSW 2153, Australia
ADAMS TRIGLONE PTY LIMITED 2016-11-21 Baulkham Hills, NSW 2153, Australia
WONG, SIU LING 2016-10-17 Bella Vista, NSW 2153, Australia
SANDERCOE ACCOUNTING PTY LTD 2016-08-17 Bella Vista, NSW 2153, Australia

Competitor

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Postal Code 2153

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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.