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Professional registers

ob体育's professional registers provide information about 'professionals', including liquidators, auditors and licensees.

IMPORTANT

The professional registers have moved to the ob体育 Professional Registers Search.

The ob体育 Professional Registers Search provides information about a company or person registered or licensed with us to provide a service.

Our professional register includes information on:

  • Australian Financial Services (AFS) licensees
  • AFS authorised representatives
  • credit licensees
  • credit representatives
  • registered auditors (registered company auditors and authorised audit companies)
  • registered liquidators
  • official liquidators
  • registered managed investment schemes, and
  • approved self-managed super funds (SMSF) auditors.

For information about financial advisers, see .

AFS pilot licensees

ob体育 is transforming the experience for AFS Licensees and is running a pilot. Information about licenses issued via the pilot is currently not available through ob体育 Professional Registers Search. You can view the licenses issued under the pilot below.

L2 Financial Pty Ltd

Licensee Summary

  • Name: L2 Financial Pty Ltd
  • Licence Number: 700011
  • Status: Current
  • ABN: 83678851020
  • Commenced: 16 October 2024

Addresses

  • Principal Business Address: 29 Rosemead St NORTH LAKES QLD 4509
  • Service Address: 29 Rosemead St NORTH LAKES QLD 4509

Roles

  • Role: Auditor of FS Licensee
  • Name: Integrated Audit Service Pty Ltd
  • Commenced: 16 October 2024

External Dispute Resolution

  • Scheme: Australian Financial Complaints Authority
  • Membership Number: 110587
  • Commenced: 16 October 2024

Licence Authorisation Conditions

Conditions as at: 16 October 2024

A 鈥� Financial service(s) B 鈥� Sub-type/limitation of financial service(s) C - Product class(es) or scheme type(s) D - Client type(s)

1. Provide financial product advice

1.1 Provide personal and general financial product advice

1.1.1. Basic deposit products

Retail and wholesale clients

1.1.10. Superannuation

Retail and wholesale clients

1.1.2. Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

1.1.3. Life products limited to investment life insurance products

Retail and wholesale clients

1.1.4. Life products limited to life risk insurance products

Retail and wholesale clients

1.1.5. Managed investment schemes including IDPS

Retail and wholesale clients

1.1.6. Margin lending facilities limited to standard facilities

Retail and wholesale clients

1.1.7. Non-basic deposit products

Retail and wholesale clients

1.1.8 Retirement savings accounts

Retail and wholesale clients

1.1.9 Securities

Retail and wholesale clients

2. Deal in a financial product

2.1 Apply for, acquire, vary or dispose of a financial product on behalf of another person

1.1.1. Basic deposit products

Retail and wholesale clients

1.1.10. Superannuation

Retail and wholesale clients

1.1.2. Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

1.1.3. Life products limited to investment life insurance products

Retail and wholesale clients

1.1.4. Life products limited to life risk insurance products

Retail and wholesale clients

1.1.5. Managed investment schemes including IDPS

Retail and wholesale clients

1.1.6. Margin lending facilities limited to standard facilities

Retail and wholesale clients

1.1.7. Non-basic deposit products

Retail and wholesale clients

1.1.8 Retirement savings accounts

Retail and wholesale clients

1.1.9 Securities

Retail and wholesale clients

Representatives

Name Number Role Commenced Appointed by type Appointed by number
Luke Campbell Palmer 001004145 Authorised Representative 25/10/2024 AFS Representatives 001276673
Luke Campbell Palmer 001004145 Financial adviser 25/10/2024 AFS Representatives 001276673
Luke Dunstan Jensen 000345671 Authorised Representative 25/10/2024 AFS Representatives 001276674
Luke Dunstan Jensen 000345671 Financial adviser 25/10/2024 AFS Representatives 001276674
Propel Financial Advice Pty Ltd 001276674 Authorised Representative 25/10/2024 AFS Representatives 000700011
Elevate Advice Group Pty Ltd 001276673 Authorised Representative 25/10/2024 AFS Representatives 000700011

Links Licensee Services Pty Ltd

Licensee Summary

  • Name: Links Licensee Services Pty Ltd
  • Licence Number: 700012
  • Status: Current
  • ABN: 97 678 975 589
  • Commenced: 12 December 2024

Addresses

  • Principal Business Address: 18 Karalta Rd ERINA NSW 2250
  • Service Address: 18 Karalta Rd ERINA NSW 2250

Roles

  • Role: Auditor of FS Licensee
  • Name: Brent Connor
  • Commenced: 12 December 2024

External Dispute Resolution

  • Scheme: Australian Financial Complaints Authority
  • Membership Number: 111544
  • Commenced: 21 November 2024

Licence Authorisation Conditions

Conditions as at: 12 December 2024

A 鈥� Financial service(s)

B 鈥� Sub-type/limitation of financial service(s)

C - Product class(es) or scheme type(s)

D - Client type(s)

1. Provide financial product advice

1.1 Provide personal and general financial product advice

1.1.1. Basic deposit products

Retail and wholesale clients

1.1.2. Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

1.1.3. Life products limited to investment life insurance products

Retail and wholesale clients

1.1.4. Life products limited to life risk insurance products

Retail and wholesale clients

1.1.5. Managed investment schemes including IDPS

Retail and wholesale clients

1.1.6. Margin lending facilities limited to standard facilities

Retail and wholesale clients

1.1.7. Non-basic deposit products

Retail and wholesale clients

1.1.8 Retirement savings accounts

Retail and wholesale clients

1.1.9 Securities

Retail and wholesale clients

1.1.10 Superannuation

Retail and wholesale clients

2. Deal in a financial product

2.1 Apply for, acquire, vary or dispose of a financial product on behalf of another person

2.1.1 Basic deposit products

Retail and wholesale clients

2.1.2 Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

2.1.3 Life products limited to investment life insurance products

Retail and wholesale clients

2.1.4 Life products limited to life risk insurance products

Retail and wholesale clients

2.1.5 Managed investment schemes including IDPS

Retail and wholesale clients

2.1.6 Margin lending facilities limited to standard facilities

Retail and wholesale clients

2.1.7 Non-basic deposit products

Retail and wholesale clients

2.1.8 Retirement savings accounts

Retail and wholesale clients

2.1.9 Securities

Retail and wholesale clients

2.1.10 Superannuation

Retail and wholesale clients

Representatives

Name Number Role Commenced Appointed by type Appointed by number
Links Wealth Management Pty Ltd 001313192 Authorised Representative 08/01/2025 AFS Representatives 000700012

AIP FS Pty Ltd

Licensee Summary

  • Name: AIP FS Pty Ltd
  • Licence Number: 700016
  • Status: Current
  • ABN: 49680982478
  • Commenced: 16 December 2024

Addresses

  • Principal Business Address: 10 Lackey St NAMBUCCA HEADS NSW 2448
  • Service Address: 10 Lackey St NAMBUCCA HEADS NSW 2448

Roles

  • Role:听Auditor of FS Licensee
  • Name:听Auditors Australia Pty Ltd
  • Commenced:听19 December 2024

Licence Authorisation Conditions

Conditions as at: 16 December 2024

A 鈥� Financial service(s) B 鈥� Sub-type/limitation of financial service(s) C - Product class(es) or scheme type(s) D - Client type(s)

1. Provide financial product advice

1.1 Provide personal and general financial product advice

1.1.1. Basic deposit products

Wholesale clients

1.1.2. Debentures, stocks or bonds issued or proposed to be issued by a government

Wholesale clients

1.1.3 Managed investment schemes including IDPS

Wholesale clients

1.1.4 Non-basic deposit products

Wholesale clients

1.1.5 Retirement savings accounts

Wholesale clients

1.1.6 Securities

Wholesale clients

1.1.7 Superannuation

Wholesale clients

2. Deal in a financial product

2.1 Apply for, acquire, vary or dispose of a financial product on behalf of another person

2.1.1 Basic deposit products

Wholesale clients

2.1.2 Debentures, stocks or bonds issued or proposed to be issued by a government

Wholesale clients

2.1.3 Managed investment schemes including IDPS

Wholesale clients

2.1.4 Non-basic deposit products

Wholesale clients

2.1.5 Retirement savings accounts

Wholesale clients

2.1.6 Securities

Wholesale clients

2.1.7 Superannuation

Wholesale clients

Representatives

Name

Number

Role

Commenced

Appointed by type

Appointed by number

Aequitas Investment Partners Pty Ltd

001284389

Authorised Representative

01/01/2025

AFS Representatives

000700016

Rowan Lorren Stewart

001284392

Authorised Representative

1/1/2025

AFS Representatives

001284389

Mark Ian Alexander Dacombe

001284390

Authorised Representative

1/1/2025

AFS Representatives

001284389

Darren Abbott

001313227

Authorised Representative

1/1/2025

AFS Representatives

001284389

David Berthon-Jones

001284391

Authorised Representative

6/1/2025

AFS Representatives

001284389

Elisabeth Hae-Ri Kong

001313154

Authorised Representative

1/1/2025

AFS Representatives

001284389

Nino Vincent Ramunno

001284393

Authorised Representative

1/1/2025

AFS Representatives

001284389

James Campbell

001313226

Authorised Representative

1/1/2025

AFS Representatives

001284389

EKA Wealth Pty Ltd

Licensee Summary

  • Name: EKA Wealth Pty Ltd
  • Licence Number: 700015
  • Status: Current
  • ABN: 85 680 212 659
  • Commenced: 5 February 2025

Addresses

  • Principal Business Address: 12 Pascal Cres Mount Duneed VIC 3217 AUSTRALIA
  • Service Address: 12 Pascal Cres Mount Duneed VIC 3217 AUSTRALIA

External Dispute Resolution

  • Scheme: Australian Financial Complaints Authority
  • Membership Number: 112512
  • Commenced: 24 January 2025

Licence Authorisation Conditions

Conditions as at: 5 February 2025

A 鈥� Financial service(s) B 鈥� Sub-type/limitation of financial service(s) C - Product class(es) or scheme type(s) D - Client type(s)

1. Provide financial product advice

1.1 Provide personal and general financial product advice

1.1.1. Basic deposit products

Retail and wholesale clients

1.1.2. Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

1.1.3 Life products limited to investment life insurance products

Retail and wholesale clients

1.1.4 Life products limited to life risk insurance products

Retail and wholesale clients

1.1.5 Managed investment schemes including IDPS

Retail and wholesale clients

1.1.6 Non-basic deposit products

Retail and wholesale clients

1.1.7 Retirement savings accounts

Retail and wholesale clients

1.1.8 Securities

Retail and wholesale clients

1.1.9 Superannuation

Retail and wholesale clients

听2 Deal in a financial product

听2.1 Apply for, acquire, vary or dispose of a financial product on behalf of another person

2.1.1 Basic deposit products

Retail and wholesale clients

2.1.2 Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

2.1.3 Life products limited to investment life insurance products

Retail and wholesale clients

2.1.4 Life products limited to life risk insurance products

Retail and wholesale clients

2.1.5 Managed investment schemes including IDPS

Retail and wholesale clients

2.1.6 Non-basic deposit products

Retail and wholesale clients

2.1.7 Retirement savings accounts

Retail and wholesale clients

2.1.8 Securities

Retail and wholesale clients

2.1.9 Superannuation

Retail and wholesale clients

Representatives

Name Number Role Commenced Appointed by type Appointed by number
Emma Kate Alderson 000300882 Authorised Representative 05/02/2025 AFS Representatives 000700015
Emma Kate Alderson 000300882 Financial adviser 05/02/2025 AFS Representatives 000700015

Reva Wealth Pty Ltd

Licensee Summary

  • Name: Reva Wealth Pty Ltd
  • Licence Number: 700017
  • Status: Current
  • ABN:84 639 423 000
  • Commenced: 17 February 2025

Addresses

  • Principal Business Address: 24 KENROSS DR WHEELERS HILL VIC 3150
  • Service Address: 24 KENROSS DR WHEELERS HILL VIC 3150

Roles

  • Role:听Auditor of FS Licensee
  • Name: Raju Prabhu
  • Commenced:听19 December 2024

External Dispute Resolution

  • Scheme: Australian Financial Complaints Authority
  • Membership Number: 112706
  • Commenced: 18 February 2025

Licence Authorisation Conditions

Conditions as at: 17 February 2025

A 鈥� Financial service(s) B 鈥� Sub-type/limitation of financial service(s) C - Product class(es) or scheme type(s) D - Client type(s)

1. Provide financial product advice

1.1 Provide personal and general financial product advice

1.1.1. Basic deposit products

Retail and wholesale clients

1.1.2. Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

1.1.3 Life products limited to investment life insurance products

Retail and wholesale clients

1.1.4 Life products limited to life risk insurance products

Retail and wholesale clients

1.1.5 Managed investment schemes including IDPS

Retail and wholesale clients

1.1.6 Managed investment schemes limited to MDA services

Retail and wholesale clients

1.1.7 Margin lending facilities limited to standard facilities

Retail and wholesale clients

1.1.8 Non-basic deposit products

Retail and wholesale clients

1.1.9 Retirement savings accounts

Retail and wholesale clients

1.1.10 Securities

Retail and wholesale clients

1.1.11 Superannuation

Retail and wholesale clients

2 Deal in a financial product

听2.1 Apply for, acquire, vary or dispose of a financial product on behalf of another person

2.1.1 Basic deposit products

Retail and wholesale clients

2.1.2 Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

2.1.3 Life products limited to investment life insurance products

Retail and wholesale clients

2.1.4 Life products limited to life risk insurance products

Retail and wholesale clients

2.1.5 Managed investment schemes including IDPS

Retail and wholesale clients

2.1.6 Managed investment

schemes limited to MDA services

Retail and wholesale clients

2.1.7 Margin lending facilities limited to standard facilities

Retail and wholesale clients

2.1.8 Non-basic deposit products

Retail and wholesale clients

2.1.9 Retirement savings accounts

Retail and wholesale clients

2.1.10 Securities

Retail and wholesale clients

2.1.11 Superannuation

Retail and wholesale clients

Representatives

Name Number Role Commenced Appointed by type Appointed by number
Nimashan Tambyah 001004198 Authorised Representative 27/02/2025 AFS Representatives 000700017
Nimashan Tambyah 001004198 Financial adviser 27/02/2025 AFS Representatives 000700017
Reva Wealth Management Pty. Ltd. 001277471 Authorised Representative 27/02/2025 AFS Representatives 001004198

Boyce Private Wealth Pty Limited

Licensee Summary

  • Name: Boyce Private Wealth Pty Limited
  • Licence Number: 700018
  • Status: Current
  • ABN: 23 68012 3675
  • Commenced: 25 March 2025

Addresses

  • Principal Business Address: 19 MONTAGUE ST GOULBURN NSW 2580
  • Service Address: 19 MONTAGUE ST GOULBURN NSW 2580

External Dispute Resolution

  • Scheme: Australian Financial Complaints Authority
  • Membership Number: 112696
  • Commenced: 25 March 2025

Licence Authorisation Conditions

Conditions as at: 25 March 2025

A 鈥� Financial service(s) B 鈥� Sub-type/limitation of financial service(s) C - Product class(es) or scheme type(s) D - Client type(s)

1. Provide financial product advice

1.1 Provide personal and general financial product advice

1.1.1. Basic deposit products

Retail and wholesale clients

1.1.2. Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

1.1.3 Life products limited to investment life insurance products

Retail and wholesale clients

1.1.4 Life products limited to life risk insurance products

Retail and wholesale clients

1.1.5 Managed investment schemes including IDPS

Retail and wholesale clients

1.1.6 Managed investment schemes limited to MDA services

Retail and wholesale clients

1.1.7 Margin lending facilities limited to standard facilities

Retail and wholesale clients

1.1.8 Non-basic deposit products

Retail and wholesale clients

1.1.9 Retirement savings accounts

Retail and wholesale clients

1.1.10 Securities

Retail and wholesale clients

1.1.11 Superannuation

Retail and wholesale clients

2 Deal in a financial product

听2.1 Apply for, acquire, vary or dispose of a financial product on behalf of another person

2.1.1 Basic deposit products

Retail and wholesale clients

2.1.2 Debentures, stocks or bonds issued or proposed to be issued by a government

Retail and wholesale clients

2.1.3 Life products limited to investment life insurance products

Retail and wholesale clients

2.1.4 Life products limited to life risk insurance products

Retail and wholesale clients

2.1.5 Managed investment schemes including IDPS

Retail and wholesale clients

2.1.6 Managed investment

schemes limited to MDA services

Retail and wholesale clients

2.1.7 Margin lending facilities limited to standard facilities

Retail and wholesale clients

2.1.8 Non-basic deposit products

Retail and wholesale clients

2.1.9 Retirement savings accounts

Retail and wholesale clients

2.1.10 Securities

Retail and wholesale clients

2.1.11 Superannuation

Retail and wholesale clients

Historical professional registers

Roles recorded on the pre-financial services regime register of licensees and authorisations are available to search on ob体育 Connect. This includes information on the below historical professional registers:

  • credit registered persons, and
  • roles recorded on the pre-financial services regime (pre-FSR) register of licensees and authorisations.
  • These registers are available for historical purposes only.

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  • registration/licence number,
  • name of the person or organisation,
  • address,
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    • start date,
    • status, and
    • details of any conditions or restrictions about the registration.

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Last updated: 25/03/2025 03:41