LANTANA PRIVATE WEALTH PTY LTD


Address: Murrumbeena, VIC 3163, Australia

LANTANA PRIVATE WEALTH PTY LTD (Licence# 000502980) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 24, 2018.

Service Overview

Register Name AFS Licence
Licence Name LANTANA PRIVATE WEALTH PTY LTD
Licence Number 000502980
Licence ABN 14167991442
Issue Date 2018-01-24
Locality MURRUMBEENA
State VIC
Postcode 3163
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; 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; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000455552 BRETT JACKSON Current 2018-01-24

Office Location

Locality MURRUMBEENA
State VIC
Postcode 3163
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
KLEPIKOV, IVAN 2017-03-09 Carnegie, VIC 3163, Australia
LANGHAM BUSINESS SERVICES PTY LTD 2017-02-24 Murrumbeena, VIC 3163, Australia
KANDOLA, GURSARAN SINGH 2016-06-20 Glen Huntly, VIC 3163, Australia
RUBICON FINANCIAL SERVICES LIMITED 2003-09-12 Carnegie, VIC 3163, Australia

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Service Name Issue Date Locality
LANGHAM BUSINESS SERVICES PTY LTD 2017-02-24 Murrumbeena, VIC 3163, Australia

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Postal Code 3163

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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.