Kelly Partners Private Wealth Pty Ltd
This is the public ASIC register record for Kelly Partners Private Wealth 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
- 516704
- Status
- Current
- Issued
- 2019-09-23
- ABN
- 14 629 559 860
- Location
- NORTH SYDNEY, NSW
Authorised financial services
Licence conditions34 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;
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; and
deal in a financial product by:
arranging to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
derivatives; and
foreign exchange contracts; 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;
deposit products other than basic deposit 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;
to wholesale clients.
Related licences & representatives (10)
Frequently asked questions about AFSL 516704
What is AFSL 516704?
AFSL 516704 is the Australian Financial Services Licence held by Kelly Partners Private Wealth Pty Ltd, recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 516704 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 516704, the licensee is authorised for Deposit Products, Derivatives, Foreign Exchange, Life Insurance, Managed Investments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 516704?
Look up the company or AFSL 516704 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.