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ESCALA WEALTH MANAGEMENT PTY LTD
澳大利亚 ASIC · AFSL 456207 · Authorised (AFS licensee — FX/derivatives-related authorisation)
機関紹介
ESCALA WEALTH MANAGEMENT PTY LTD 是一家在澳大利亚墨尔本注册的金融服务机构。
该机构的牌照/登记号为 AFSL 456207，登记状态为授权（AFS持牌人 — 外汇/衍生品相关授权），牌照生效日期为 2014 年 7 月 9 日。
该机构获授权提供金融产品建议，包括针对零售和专业客户的基本存款产品、衍生品、外汇合约、政府发行的债券、投资方案、证券、标准保证金贷款以及养老金服务；同时，也提供针对专业客户的管理投资方案服务。
目前未提供商号、网站或跨境服务的相关信息。
请读者注意，所有信息均以澳大利亚证券与投资委员会（ASIC）的官方登记页面为准，谨防冒用该名称的克隆网站。
📋 根据官方监管公开信息整理，AI辅助撰写。内容仅限官方登记事实，不含点差、入金、评分等信息；如有出入以官方登记为准。
公式登録フィールド
| 規制当局 | ASIC |
| ライセンス／登録番号 | AFSL 456207 |
| 登録ステータス | Authorised (AFS licensee — FX/derivatives-related authorisation) |
| ABN/ACN | 30162573828 |
| ライセンス発効日 | 09/07/2014 |
| 登録地域 | MELBOURNE VIC 3000 Australia |
数据来源：ASIC AFS Licensee dataset (data.gov.au) · 同步日期 2026-10-28
認可条件（ASIC原文）
This licence authorises the licensee to carry on a financial services business to:
(a) provide financial product advice to retail and wholesale clients for the following classes of financial products:
(i) deposit and payment products limited to:
(A) basic deposit products;
(B) deposit products other than basic deposit products;
(ii) derivatives;
(iii) foreign exchange contracts;
(iv) debentures, stocks or bonds issued or proposed to be issued by a government;
(v) interests in managed investment schemes including:
(A) investor directed portfolio services;
(vi) securities;
(vii) standard margin lending facility; and
(viii superannuation; and
(b) provide financial product advice to wholesale clients only for the following classes of financial products:
(i) interests in managed investment schemes limited to:
(A) MDA services;
(c) deal in a financial product by:
(d) issuing, applying for, acquiring, varying or disposing of a financial product to wholesale clients only in respect of the following classes of financial products:
(i) interests in managed investment schemes limited to:
(1) MDA services; and
(f) applying for, acquiring, varying or disposing of a financial product on behalf of another person to retail and wholesale clients in respect of the following classes of products:
(i) deposit and payment products limited to:
(A) basic deposit products;
(B) deposit products other than basic deposit products;
(ii) derivatives;
(iii) foreign exchange contracts;
(iv) debentures, stocks or bonds issued or proposed to be issued by a government;
(v) interests in managed investment schemes including:
(A) investor directed portfolio services;
(vi) securities;
(vii) standard margin lending facility; and
(viii superannuation;
(f) applying for, acquiring, varying or disposing of a financial product on behalf of another person to wholesale clients only in respect of the following classes of products:
(i) interests in managed investment schemes limited to:
(A) MDA services.
(a) provide financial product advice to retail and wholesale clients for the following classes of financial products:
(i) deposit and payment products limited to:
(A) basic deposit products;
(B) deposit products other than basic deposit products;
(ii) derivatives;
(iii) foreign exchange contracts;
(iv) debentures, stocks or bonds issued or proposed to be issued by a government;
(v) interests in managed investment schemes including:
(A) investor directed portfolio services;
(vi) securities;
(vii) standard margin lending facility; and
(viii superannuation; and
(b) provide financial product advice to wholesale clients only for the following classes of financial products:
(i) interests in managed investment schemes limited to:
(A) MDA services;
(c) deal in a financial product by:
(d) issuing, applying for, acquiring, varying or disposing of a financial product to wholesale clients only in respect of the following classes of financial products:
(i) interests in managed investment schemes limited to:
(1) MDA services; and
(f) applying for, acquiring, varying or disposing of a financial product on behalf of another person to retail and wholesale clients in respect of the following classes of products:
(i) deposit and payment products limited to:
(A) basic deposit products;
(B) deposit products other than basic deposit products;
(ii) derivatives;
(iii) foreign exchange contracts;
(iv) debentures, stocks or bonds issued or proposed to be issued by a government;
(v) interests in managed investment schemes including:
(A) investor directed portfolio services;
(vi) securities;
(vii) standard margin lending facility; and
(viii superannuation;
(f) applying for, acquiring, varying or disposing of a financial product on behalf of another person to wholesale clients only in respect of the following classes of products:
(i) interests in managed investment schemes limited to:
(A) MDA services.
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