WEALTH PARTNERS HOLDINGS PTY LTD

Address: Milton, QLD 4064, Australia

WEALTH PARTNERS HOLDINGS PTY LTD (Licence# 000501929) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is March 19, 2018.

Service Overview

Register Name AFS Licence
Licence Name WEALTH PARTNERS HOLDINGS PTY LTD
Licence Number 000501929
Licence ABN 90620676440
Issue Date 2018-03-19
Locality MILTON
State QLD
Postcode 4064
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;
    • general insurance 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:
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • general insurance products;
      • 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
000458741 ANDREW IAN MCCRAE FERGUSON Current 2018-05-02
001258536 NADINE GINA O'BRIEN Current 2018-05-02
000431080 STEPHANIE DENISE FERGUSON Current 2018-05-01

Office Location

Locality MILTON
State QLD
Postcode 4064
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
TRANSACT1 PTY LTD 2018-03-01 Milton, QLD 4064, Australia
AUSTRALIAN SECURE CAPITAL FUND LTD 2016-12-22 Milton, QLD 4064, Australia
BARCHESTER FINANCIAL SERVICES PTY LTD 2016-12-08 Paddington, QLD 4064, Australia
BONES ACCOUNTING PTY LTD 2016-05-31 Milton, QLD 4064, Australia
FINFIT WEALTH SOLUTIONS PTY LTD 2015-01-21 Milton, QLD 4064, Australia
SKYLIGHT FINANCIAL SOLUTIONS PTY LTD 2014-09-11 Milton, QLD 4064, Australia
KPG INVESTMENT MANAGEMENT PTY LIMITED 2010-10-14 Milton, QLD 4064, Australia
PALMER PORTFOLIOS GROUP PTY LTD 2010-09-21 Milton, QLD 4064, Australia
ACCUMULUS CAPITAL PTY LTD 2006-07-26 Paddington, QLD 4064, Australia
PRECISION ADMINISTRATION SERVICES PTY LTD 2004-02-26 Milton, QLD 4064, Australia

Competitor

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Postal Code 4064

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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.