ASPIRATIONS PRIVATE WEALTH PTY LTD

address: Miranda, NSW 2228, Australia

ASPIRATIONS PRIVATE WEALTH PTY LTD (Licence# 000503889) 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 15, 2018.

Service Overview

Register Name AFS Licence
Licence Name ASPIRATIONS PRIVATE WEALTH PTY LTD
Licence Number 000503889
Licence ABN 57622182076
Issue Date 2018-03-15
Locality MIRANDA
State NSW
Postcode 2228
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;
      • 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;
      • 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;
        • 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 and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001259493 DON CHANGSON Current 2018-07-11
000239334 MICHAEL CHARLES BARKER Current 2018-04-04
000326044 HENDRIK ANTHONY ARENDSEN Current 2018-04-04

Office Location

Locality MIRANDA
State NSW
Postcode 2228
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
DE SOZA FAULKNER PTY LIMITED 2016-11-21 Miranda, NSW 2228, Australia
PRUDENTIAL INVESTMENT SERVICES CORP PTY LTD 2014-12-08 Miranda, NSW 2228, Australia
CREDIT PROTECTION INSURANCE BROKERS PTY LTD 2012-05-11 Yowie Bay, NSW 2228, Australia
T H N PTY LIMITED 2004-02-18 Miranda, NSW 2228, Australia
AUSTBROKERS SPT PTY LTD 2004-01-01 Miranda, NSW 2228, Australia
LANHAM FINANCIAL ADVISORY PTY LTD 2002-09-06 Miranda, NSW 2228, Australia

Financial services with the same locality

Service Name Issue Date Locality
DE SOZA FAULKNER PTY LIMITED 2016-11-21 Miranda, NSW 2228, Australia
PRUDENTIAL INVESTMENT SERVICES CORP PTY LTD 2014-12-08 Miranda, NSW 2228, Australia
T H N PTY LIMITED 2004-02-18 Miranda, NSW 2228, Australia
AUSTBROKERS SPT PTY LTD 2004-01-01 Miranda, NSW 2228, Australia
LANHAM FINANCIAL ADVISORY PTY LTD 2002-09-06 Miranda, NSW 2228, Australia

Competitor

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Postal Code 2228

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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.

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