FREEDOM WEALTH SERVICES PTY. LTD.


Address: North Melbourne, VIC 3051, Australia

FREEDOM WEALTH SERVICES PTY. LTD. (Licence# 000502934) 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 30, 2017.

Service Overview

Register Name AFS Licence
Licence Name FREEDOM WEALTH SERVICES PTY. LTD.
Licence Number 000502934
Licence ABN 75621412646
Issue Date 2017-11-30
Locality NORTH MELBOURNE
State VIC
Postcode 3051
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;
    • derivatives;
    • 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; 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;
      • derivatives;
      • 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001263433 DAVID MITCHELL YEATES Current 2018-04-19
001245054 STEPHEN MICHAEL PENDREY Current 2018-04-02
000466636 GARY JOHN WALKLEY Current 2018-02-02

Office Location

Locality NORTH MELBOURNE
State VIC
Postcode 3051
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD 2016-06-16 North Melbourne, VIC 3051, Australia
DRAPAC ADVISORY LIMITED 2013-02-28 North Melbourne, VIC 3051, Australia
APS SAVINGS LIMITED 2011-08-22 North Melbourne, VIC 3051, Australia
BELL PARTNERSHIP FP PTY LTD 2005-08-18 North Melbourne, VIC 3051, Australia
BLAKE INDUSTRY AND MARKET ANALYSIS PTY LTD 2004-03-02 North Melbourne, VIC 3051, Australia
LITHUANIAN CO-OPERATIVE CREDIT SOCIETY "TALKA" LIMITED 2004-02-23 North Melbourne, VIC 3051, Australia
APS BENEFITS GROUP LTD 2004-02-20 North Melbourne, VIC 3051, Australia
ADANSONIA PTY. LTD. 2003-10-10 North Melbourne, VIC 3051, Australia
FIRST SUPER PTY LIMITED 2002-12-12 North Melbourne, VIC 3051, Australia

Financial services with the same locality

Service Name Issue Date Locality
FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD 2016-06-16 North Melbourne, VIC 3051, Australia
DRAPAC ADVISORY LIMITED 2013-02-28 North Melbourne, VIC 3051, Australia
APS SAVINGS LIMITED 2011-08-22 North Melbourne, VIC 3051, Australia
BELL PARTNERSHIP FP PTY LTD 2005-08-18 North Melbourne, VIC 3051, Australia
BLAKE INDUSTRY AND MARKET ANALYSIS PTY LTD 2004-03-02 North Melbourne, VIC 3051, Australia
LITHUANIAN CO-OPERATIVE CREDIT SOCIETY "TALKA" LIMITED 2004-02-23 North Melbourne, VIC 3051, Australia
APS BENEFITS GROUP LTD 2004-02-20 North Melbourne, VIC 3051, Australia
ADANSONIA PTY. LTD. 2003-10-10 North Melbourne, VIC 3051, Australia
FIRST SUPER PTY LIMITED 2002-12-12 North Melbourne, VIC 3051, Australia

Competitor

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Postal Code 3051

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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.