AFSL Search logoAFSL Search

Wakefield Partners Pty Ltd

CurrentAustralian Financial Services LicenceAFSL 493924

This is the public ASIC register record for Wakefield Partners Pty Ltd's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.

Licence overview

AFSL
493924
Status
Current
Issued
2017-07-03
ABN
70 103 086 317
Location
DULWICH, SA
Monitor this licence for status changesFree →

Authorised financial services

Licence conditions29 items

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;

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;

securities;

standard margin lending facility; and

superannuation;

to retail and wholesale clients.

Related licences & representatives (1)

Frequently asked questions about AFSL 493924

What is AFSL 493924?

AFSL 493924 is the Australian Financial Services Licence held by Wakefield Partners Pty Ltd, recorded on ASIC's AFSL register.

Is this licence current?

On the latest public ASIC data shown here, AFSL 493924 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 493924, the licensee is authorised for Credit & Lending, Deposit Products, Life Insurance, Managed Investments, Securities and Superannuation. The exact authorisations and conditions are listed above.

How do I verify AFSL 493924?

Look up the company or AFSL 493924 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.