Aset Wealth Management Pty Ltd

Status: Registered
Current name since: 2017-10-25
Name in the ASICs register: Aset Wealth Management Pty Ltd
Australian Company Number: 099026347
Australian Business Number: 90099026347
Registration date: 2001-12-11
Type: Australian proprietary company
Class: Limited by Shares
Subclass: Proprietary other
last updated


Aset Wealth Management Pty Ltd is a limited by shares Australian proprietary company. Located at ACT 2603 since 2014-09-18 the company is, as the updated on 2015-07-19 ABN database shows, registered. The company has been registered for Goods & Services Tax since 2006-07-01. Known company numbers for Aset Wealth Management Pty Ltd are as follows: ACN - 099026347, Australian Business Number - 90099026347. Aset Awm Pty Ltd has been the company name since 2017-10-25. Phase Three Financial Consultants is an example of a business name Aset Wealth Management Pty Ltd used. The complete list includes 6 business names. Phase Three Financial Consultants was the company's business name from 2008-07-23. Other business names include Phase Three Retirement Planning and Phase Three Superannuation And Retirement Consultants. Their official company name changed on 2006-06-30 to Walterturnbull Financial Planning Pty Ltd. The company had used this name up until 2010-06-18. This Australian proprietary company was previously located in ACT 2603 (from 2013-02-04 to 2014-09-18), ACT 2603 (from 2006-06-30 to 2013-02-04).


Details for ABN 90099026347

Type: Australian Private Company

ABN Status

Status From To
Active 2006-06-30 current

Main Name

Name From To
Aset Wealth Management Pty Ltd 2010-06-18 current
Walterturnbull Financial Planning Pty Ltd 2006-06-30 2010-06-18

Business Names

Name From To
Phase Three Financial Consultants 2008-07-23 current
Phase Three Retirement Planning 2008-07-23 current
Phase Three Superannuation And Retirement Consultants 2008-07-23 current
Phase Three Tax Services 2008-07-23 current
Phase Three Taxation Consultants 2008-07-23 current
Walterturnbull Wealth Management 2008-01-24 2010-06-25

Main Location

Location From To
ACT 2603 2014-09-18 current
ACT 2603 2013-02-04 2014-09-18
ACT 2603 2006-06-30 2013-02-04

Goods & Services Tax (GST)

Status From To
Registered 2006-07-01 current


Financial Services Authorised Representative data

Licence number: 000316844

Register Name AFS Representative
AFS Representative Number 000322796
Appointment status Current
AFS authorised representative start date 2008-03-04
AFS Representative's principal business address Griffith
ACT 2603
Can appoint other Australian Financial Services representatives Yes
Australian Financial Services authorisations: Provide financial product advice
Deal in a financial product/Apply for, acquire, vary or dispose of financial products on behalf of another
AFS authorised representative will be assigned licence authorisations by the licensee Yes
last updated : 2016-05-29

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Contains public sector information licensed under the Creative Commons Attribution 3.0 Australia licence. Material on this website was obtained from publicly-accessible databases and is attributed to ©Commonwealth of Australia 2017 (, and, ©Intellectual Property Government Open Data 2017, ©ASIC - Company Register. While we try to make the information as precise and up-to-date as possible, we are aware the datasets are not always error-free. will not take responsibility for any errors in the databases. The material provided should be treated as a starting point of more in-depth research, not as fact.