Finwest Wealth Services Pty ltd

AFS License Number
544667
Name
Finwest Wealth Services Pty ltd
ABN/ACN/ARBN
52662752114
Licensee issued
March 7, 2023
Address
Burswood, 6100, WA

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

Name First provided advice Qualification and trainings
 Andrew Ian Hartshorn 2008 2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional ~ 2017 - Advanced Diploma of Financial Planning - - Mentor Education
 Brett Robert Crabb 2005 2003 - Bachelor of Commerce - - University of Western Australia ~ 2007 - Graduate Diploma of Financial Planning - - Kaplan Professional (formerly FINSIA) ~ 2011 - Margin Lending & Geared Investments - - Kaplan Professional
 Brhane-fiseha Mesfin 2022 2018 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - Curtin University ~ 2021 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University
 Raynardo Brian Heinrich 2013 2012 - Diploma of Financial Planning - - Investment Banking Institute ~ 2017 - Bachelor of Commerce - - University of Western Australia