5 Wealth Management Pty ltd

AFS License Number
314889
Name
5 Wealth Management Pty ltd
ABN/ACN/ARBN
50003640097
Licensee issued
Aug. 9, 2007
Address
Rhodes, 2138, NSW

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;
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.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Alka Belani2018Advanced Diploma in Financial Planning - Kaplan ~ Bachelor of Commerce - Shivaji University, India ~ Diploma in Financial Planning - Kaplan ~ Masters of Business Administration - Shivaji University, India ~ SMSF Certification - Kaplan
 Gillian Witham2017Aged Care Professional - Aged Care Steps ~ Graduate Diploma in Finance - Charles Sturt University ~ Securities and Managed Funds - Kaplan
 Jason Petersen2005BA Hons Management & Information Systems - UNSW ~ Certified Financial Planner - Financial Planning Association ~ Estate Planning - UTS ~ Grad Dipl Financial Planning - Securities Institute Australia ~ Self Managed Super Funds - Kaplan