Download this database for offline use

Bridgewood Private Wealth Pty ltd

AFS License Number
389100
Name
Bridgewood Private Wealth Pty ltd
ABN/ACN/ARBN
29093919487
Licensee issued
March 1, 2011
Address
Melbourne, 3004, 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:
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;
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
 Jake Mounsey2000Bachelor of Business - Monash University ~ Diploma of Financial Planning - FPA
 Nicholas Mckay2000Bachelor of Business - RMIT ~ Diploma of Financial Planning - FPA ~ Graduate Diploma in Property - RMIT
 William Michael Mcgee2002Advanced Diploma - Business - Box Hill Institute of TAFE ~ Advanced Diploma - Financial Planning - Financial Planning Association via Deakin University ~ CFP - Certified Financial Planner - Deakin University and Financial Planning Association