Netwealth Investments Limited
This is the public ASIC register record for Netwealth Investments Limited's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.
Licence overview
- AFSL
- 230975
- Status
- Current
- Issued
- 2003-08-13
- ABN
- 85 090 569 109
- Location
- MELBOURNE, VIC
Authorised financial services
Licence conditions46 items
This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
non-cash payment products;
derivatives;
foreign exchange contracts;
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;
securities; and
superannuation;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
deposit and payment products limited to:
non-cash payment products;
derivatives;
foreign exchange contracts; and
interests in managed investment schemes including:
investor directed portfolio services; and
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;
non-cash payment products;
derivatives;
foreign exchange contracts;
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;
securities; and
superannuation;
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
schemes which only hold the following types of property:
derivatives;
financial assets; and
mortgages; and
provide the following custodial or depository services:
operate investor directed portfolio services (each of which is referred to as the IDPS); and
operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.
Frequently asked questions about AFSL 230975
What is AFSL 230975?
AFSL 230975 is the Australian Financial Services Licence held by Netwealth Investments Limited, recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 230975 is current and active. Status can change, so confirm on ASIC Connect for time-critical decisions.
What is this licensee authorised to do?
Under AFSL 230975, the licensee is authorised for Custodial Services, Deposit Products, Derivatives, Foreign Exchange, Life Insurance, Managed Investments, Non-Cash Payments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 230975?
Look up the company or AFSL 230975 on ASIC Connect, then compare the status and details there with this page.
Is this the official ASIC register?
No. AFSL Search is an independent lookup tool built on public ASIC register data — not affiliated with ASIC. Rely on ASIC Connect for official confirmation.