BG WEALTH MANAGEMENT PTY LTD


Address: Hawthorn, VIC 3122, Australia

BG WEALTH MANAGEMENT PTY LTD (Licence# 000496348) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is October 2, 2017.

Service Overview

Register Name AFS Licence
Licence Name BG WEALTH MANAGEMENT PTY LTD
Licence Number 000496348
Licence ABN 14127520558
Issue Date 2017-10-02
Locality HAWTHORN
State VIC
Postcode 3122
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;
    • 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;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; 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;
      • 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;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001265704 SALIYA DE SILVA Current 2018-07-01
000472604 ADRIAN FRANCIS PETER D'MELLO Current 2018-05-30
000231678 ROCKY SORRENTI Current 2017-10-02
000244870 JOHN MYTTON GREEN Current 2017-10-02
000341542 HANH ON Current 2017-10-02
000376132 SIMONE RACHEL YOUNG Ceased 2017-10-02

Office Location

Locality HAWTHORN
State VIC
Postcode 3122
Country Australia

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METALLUM COMMODITY CONSULTING PTY LTD 2014-05-30 Hawthorn, VIC 3122, Australia
CONSOLIDATED INSURANCE AUSTRALIA PTY LTD 2014-04-17 Hawthorn, VIC 3122, Australia
STRATEGIC FINANCIAL MANAGEMENT PTY. LTD. 2013-06-14 Hawthorn, VIC 3122, Australia
CROWN AUSTRALIA ASSET MANAGEMENT PTY. LTD. 2013-04-30 Hawthorn, VIC 3122, Australia
ROSKOW INDEPENDENT ADVISORY PTY LTD 2012-12-13 Hawthorn, VIC 3122, Australia
WEACT PTY LTD 2012-10-26 Hawthorn, VIC 3122, Australia
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Competitor

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Postal Code 3122

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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.