We are committed to maintaining the highest standards of regulatory compliance, corporate governance and client confidentiality. This page provides information regarding our corporate structure, licensing and regulatory obligations.
Regulatory & Legal Information
Invia Wealth Group is the trading name of Invia Custodian Pty. Limited (ABN 33 006 127 984, AFSL 247082).
Corporate Information
| Trading Name: | Invia Wealth Group |
| Legal Entity: | Invia Custodian Pty. Limited |
| ABN: | 33 006 127 984 |
| ACN: | 006 127 984 |
| Date of Registration: | 3 March 1983 |
| Registered Office: | Level 17, 101 Collins Street, Melbourne VIC 3000 Australia |
Australian Financial Services Licence
Invia Custodian Pty. Limited holds Australian Financial Services Licence (AFSL) 247082.
The licence authorises the provision of custodial and related financial services in accordance with applicable Australian laws and regulatory requirements.
AFSL Number: 247082
Licence Issued: 10 March 2004
Further licence information may be verified through the ASIC Professional Registers.
Invia Custodian Pty. Limited forms part of the National Australia Bank Group of companies.
This relationship provides access to the governance, operational infrastructure and institutional capabilities associated with one of Australia’s leading financial institutions.
References to “the Group” include National Australia Bank Limited ABN 12 004 044 937 AFSL 230686 and its related entities.
Invia Wealth Group is committed to protecting the privacy and security of client information.
Personal information is collected, stored and managed in accordance with applicable Australian privacy legislation and regulatory obligations.
Information may be collected for purposes including:
- Identity verification
- Account establishment and administration
- Regulatory compliance
- Service delivery and client communications
- Fraud prevention and risk management
Appropriate technical, administrative and operational safeguards are maintained to protect personal information from unauthorised access, misuse or disclosure.
We are committed to resolving complaints fairly, efficiently and promptly.
Privacy Officer / Complaints Officer
Invia Custodian Pty. Limited
GPO Box 4370
Melbourne VIC 3001
Where a complaint cannot be resolved internally, eligible clients may have access to external dispute resolution through the Australian Financial Complaints Authority (AFCA).
Information contained on this website is general in nature and does not take into account your objectives, financial situation or needs.
You should consider the appropriateness of any information having regard to your personal circumstances and seek professional advice where appropriate.
Disclaimer
Information contained on this website has been prepared in good faith and is believed to be accurate at the time of publication.
To the extent permitted by law, Invia Custodian Pty. Limited accepts no liability for any loss arising from reliance on information contained on this website.