Download this database for offline use

360 Wealth Pty ltd

AFS License Number
478531
Name
360 Wealth Pty ltd
ABN/ACN/ARBN
73096439584
Licensee issued
Sept. 22, 2015
Address
Bendigo, 3552, VIC

Licence conditions

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;
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;
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.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Harley Forgo2018Bachelor of Accounting - La Trobe University ~ Diploma of Financial Planning - Kaplan Professional ~ Economic and Legal Context for Financial Planning FPC001B - Kaplan ~ Ethics and Professionalism in Financial Advice FPC002B - Kaplan
 Jason Harvey2002Bachelor of Business in Financial Planning - RMIT ~ Certified Financial Planner - Financial Planning Association ~ Ethics and Professionalism in Financial Advice FPC002B - Kaplan