COMMUNITAS WEALTH PTY LTD

Address: Greensborough, VIC 3088, Australia

COMMUNITAS WEALTH PTY LTD (Licence# 000500551) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is April 12, 2018.

Service Overview

Register Name AFS Licence
Licence Name COMMUNITAS WEALTH PTY LTD
Licence Number 000500551
Licence ABN 21620514945
Issue Date 2018-04-12
Locality GREENSBOROUGH
State VIC
Postcode 3088
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;
    • 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;
      • interests in managed investment schemes limited to:
      • MDA 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;
      • derivatives;
      • 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;
        • interests in managed investment schemes limited to:
        • MDA 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 clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000438998 PETER PENNICOTT Current 2018-05-14
000443520 RHIANNON KANONIUK Current 2018-05-14
000472125 ZACHARY MASTERS Current 2018-05-14

Office Location

Locality GREENSBOROUGH
State VIC
Postcode 3088
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
LWP FINANCIAL PTY LTD 2012-10-12 Greensborough, VIC 3088, Australia
PEARCE CALLAHAN & ASSOCIATES PTY. LTD. 2005-08-24 Greensborough, VIC 3088, Australia
OLD THEO PTY. LTD. 2002-06-18 Greensborough, VIC 3088, Australia

Financial services with the same locality

Service Name Issue Date Locality
LWP FINANCIAL PTY LTD 2012-10-12 Greensborough, VIC 3088, Australia
PEARCE CALLAHAN & ASSOCIATES PTY. LTD. 2005-08-24 Greensborough, VIC 3088, Australia
OLD THEO PTY. LTD. 2002-06-18 Greensborough, VIC 3088, Australia

Financial services with the same country

Service Name Issue Date Locality
BURNHAM FUNDS MANAGEMENT PTY LTD 2018-08-01 South Melbourne, VIC 3205, Australia
CEDAR ASSET MANAGEMENT PTY LTD 2018-07-30 Sydney, NSW 2000, Australia
SIA FUNDS MANAGEMENT PTY LTD 2018-07-30 Glenunga, SA 5064, Australia
CAMPASPE FINANCIAL SERVICES PTY LTD 2018-07-30 Echuca, VIC 3564, Australia
PK INSURANCE BROKERS PTY LTD 2018-07-27 Penrith, NSW 2750, Australia
BGH CAPITAL CUSTODY SERVICES PTY LIMITED 2018-07-25 Melbourne, VIC 3000, Australia
MORETON MANAGED INVESTMENTS PTY LTD 2018-07-20 Sydney, NSW 2000, Australia
AUSTRALIS INVESTMENT MANAGEMENT COMPANY PTY LTD 2018-07-19 Melbourne, VIC 3000, Australia
ETHICAL PARTNERS FUNDS MANAGEMENT PTY LTD 2018-07-19 Sydney, NSW 2000, Australia
FORTY SEVEN GROUP PTY LTD 2018-07-19 Innaloo, WA 6018, Australia

Competitor

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Postal Code 3088

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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.