Equity Trustees Wealth Services Limited
This is the public ASIC register record for Equity Trustees Wealth Services Limited's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.
Licence overview
- AFSL
- 234528
- Status
- Current
- Issued
- 2003-10-01
- ABN
- 33 006 132 332
- Location
- MELBOURNE, VIC
Authorised financial services
Licence conditions53 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 limited to:
old law futures contracts; and
old law securities options contracts and warrants;
general insurance products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA 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:
derivatives limited to:
old law futures contracts;
old law securities options contracts and warrants;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA services; and
securities; 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 limited to:
old law futures contracts; and
old law securities options contracts and warrants;
general insurance products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products limited to:
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;
interests in managed investment schemes including:
investor directed portfolio services;
interests in managed investment schemes limited to:
MDA 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 traditional trustee company services:
to retail and wholesale clients.
Related licences & representatives (1)
Frequently asked questions about AFSL 234528
What is AFSL 234528?
AFSL 234528 is the Australian Financial Services Licence held by Equity Trustees Wealth Services Limited, recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 234528 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 234528, the licensee is authorised for Deposit Products, Derivatives, General Insurance, Life Insurance, Managed Investments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 234528?
Look up the company or AFSL 234528 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.