ELECT WEALTH MANAGEMENT PTY LTD


Address: Mont Albert, VIC 3127, Australia

ELECT WEALTH MANAGEMENT PTY LTD (Licence# 000499272) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 1, 2017.

Service Overview

Register Name AFS Licence
Licence Name ELECT WEALTH MANAGEMENT PTY LTD
Licence Number 000499272
Licence ABN 24611404883
Issue Date 2017-11-01
Locality MONT ALBERT
State VIC
Postcode 3127
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;
      • 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;
      • 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
000241820 TRENT MATTHEW COLLINS Current 2018-02-01
000241885 NEIL MCKISSOCK Current 2018-02-01
000241940 MATTHEW SCHOLTEN Current 2018-02-01
000283989 MARK LIDDELL Current 2018-02-01
000340853 CHRISTOPHER FAGAN Current 2018-02-01
000406989 LUKE ANTHONY SPILLER Current 2018-02-01
001233073 JACOB THOMAS O'SULLIVAN Current 2018-02-01

Office Location

Locality MONT ALBERT
State VIC
Postcode 3127
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
TDK GROUP PTY LTD 2017-03-06 Surrey Hills, VIC 3127, Australia
WARNOCKS PTY LTD 2016-05-13 Surrey Hills, VIC 3127, Australia
SELFWEALTH LTD 2012-07-04 Surrey Hills, VIC 3127, Australia
MKS WEALTH MANAGEMENT PTY LTD 2008-04-11 Surrey Hills, VIC 3127, Australia
FLUKES VALUE MANAGEMENT SOLUTIONS PTY LTD 2005-04-28 Mont Albert, VIC 3127, Australia
ACS FINANCIAL PTY LTD 2004-04-27 Surrey Hills, VIC 3127, Australia
EAST WEST FINANCIAL PLANNING LIMITED 2004-03-11 Mont Albert, VIC 3127, Australia
ATLANTIC INSURANCE BROKERS PTY. LTD. 2004-03-01 Surrey Hills, VIC 3127, Australia
STRATEGIC FINANCIAL PLANNERS PTY LTD 2004-03-01 Surrey Hills, VIC 3127, Australia
RSM GROUP PTY LTD 2004-02-21 Surrey Hills, VIC 3127, Australia

Competitor

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Postal Code 3127

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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.