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KELLY PARTNERS PRIVATE WEALTH PTY LTD
澳大利亚 ASIC · AFSL 516704 · Authorised (AFS licensee — FX/derivatives-related authorisation)
機構介紹
KELLY PARTNERS PRIVATE WEALTH PTY LTD 是一家在澳大利亚证券和投资委员会(ASIC)登记的金融机构,登记地址位于北悉尼。
该机构的牌照/登记号为AFSL 516704,登记状态为授权(AFS持牌人),牌照生效日期为2019年9月23日。
该机构获授权提供多种金融产品建议和交易服务,包括存款和支付产品、衍生品、外汇合约、政府发行的债券、人寿产品、管理投资计划以及证券和养老金服务。
目前未提供商号、网站或跨境服务相关信息。
请读者注意,所有信息应以澳大利亚证券和投资委员会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。
官方登記欄位
| 監管機構 | ASIC |
| 牌照/登記號 | AFSL 516704 |
| 登記狀態 | Authorised (AFS licensee — FX/derivatives-related authorisation) |
| ABN/ACN | 14629559860 |
| 牌照生效日期 | 23/09/2019 |
| 登記地區 | NORTH SYDNEY NSW 2059 Australia |
数据来源:ASIC AFS Licensee dataset (data.gov.au) · 同步日期 2026-10-28
授權條件(ASIC 原文)
This licence authorises the licensee to carry on a financial services business to:
(a) provide financial product advice 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) life products including:
(A) 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
(B) 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;
(vi) interests in managed investment schemes including:
(A) investor directed portfolio services;
(vii) securities; and
(viii superannuation; and
(b) deal in a financial product by:
(i) arranging to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
(A) derivatives; and
(B) foreign exchange contracts; and
(ii) applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
(A) deposit and payment products limited to:
(1) basic deposit products;
(2) deposit products other than basic deposit products;
(B) derivatives;
(C) foreign exchange contracts;
(D) debentures, stocks or bonds issued or proposed to be issued by a government;
(E) life products including:
(1) 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
(2) 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;
(F) interests in managed investment schemes including:
(1) investor directed portfolio services;
(G) securities; and
(H) superannuation;
to wholesale clients.
(a) provide financial product advice 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) life products including:
(A) 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
(B) 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;
(vi) interests in managed investment schemes including:
(A) investor directed portfolio services;
(vii) securities; and
(viii superannuation; and
(b) deal in a financial product by:
(i) arranging to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
(A) derivatives; and
(B) foreign exchange contracts; and
(ii) applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
(A) deposit and payment products limited to:
(1) basic deposit products;
(2) deposit products other than basic deposit products;
(B) derivatives;
(C) foreign exchange contracts;
(D) debentures, stocks or bonds issued or proposed to be issued by a government;
(E) life products including:
(1) 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
(2) 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;
(F) interests in managed investment schemes including:
(1) investor directed portfolio services;
(G) securities; and
(H) superannuation;
to wholesale clients.
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