Download this database for offline use

Build Your Wealth Pty ltd

AFS License Number
521482
Name
Build Your Wealth Pty ltd
ABN/ACN/ARBN
17637343509
Licensee issued
May 13, 2020
Address
Campbelltown, 2560, 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;
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; 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; and
superannuation;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Christopher Edward Luff2005Certificate Advanced SMSF - Kaplan ~ Certificate SMSF Accredited Specialist - Kaplan ~ Diploma of Financial Planning (Financial Services) - Tribecca
 Peter Allan Delaney2017BA (Actuarial) - Macquarie University ~ Master of Commerce - UNSW ~ Personal Financial Planning and Superannuation - CPA (Australia) ~ RG146 Licensing Compliance - Managed Investments - Financial Education Professionals ~ Responsible Managers RG105 - Financial Education Professionals