HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD

Address: Box Hill South, VIC 3128, Australia

HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD (Licence# 000507160) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 16, 2018.

Service Overview

Register Name AFS Licence
Licence Name HAMILTON MORELLO WEALTH SOLUTIONS PTY LTD
Licence Number 000507160
Licence ABN 54624756707
Issue Date 2018-07-16
Locality BOX HILL SOUTH
State VIC
Postcode 3128
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;
    • 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;
      • 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;
      • 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;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
000231434 PHILLIP WOODHOUSE Current 2018-08-03
000231610 GEOFFREY MULLANE Current 2018-08-03
000344083 CHERYL ANN DI FLORIO Current 2018-08-03
000410204 NICK O'HALLORAN Current 2018-08-03
000410205 RYAN PICKLES Current 2018-08-03

Office Location

Locality BOX HILL SOUTH
State VIC
Postcode 3128
Country Australia

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Financial services with the same locality

Service Name Issue Date Locality
KUEH, PENG THAI 2016-06-06 Box Hill South, VIC 3128, Australia

Competitor

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Postal Code 3128

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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.