Phoenix Wealth Management Pty Limited
This is the public ASIC register record for Phoenix Wealth Management Pty Limited's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.
Licence overview
- AFSL
- 320686
- Status
- Current
- Issued
- 2008-04-21
- ABN
- 79 126 358 932
- Location
- DOUBLE BAY, NSW
Authorised financial services
Licence conditions15 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;
deposit products other than basic deposit products;
interests in managed investment schemes excluding investor directed portfolio services; and
securities; 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;
interests in managed investment schemes excluding investor directed portfolio services; and
securities;
to wholesale clients.
Frequently asked questions about AFSL 320686
What is AFSL 320686?
AFSL 320686 is the Australian Financial Services Licence held by Phoenix Wealth Management Pty Limited, recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 320686 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 320686, the licensee is authorised for Deposit Products, Managed Investments and Securities. The exact authorisations and conditions are listed above.
How do I verify AFSL 320686?
Look up the company or AFSL 320686 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.