LOUISE MAREE LAKOMY


Licensee: CRYSTAL WEALTH PARTNERS LTD

LOUISE MAREE LAKOMY (Adviser# 000224391) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 11, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name LOUISE MAREE LAKOMY
Adviser Number 000224391
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 35203724880
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000412226
CRYSTAL WEALTH PARTNERS LTD
Licence ABN 78151929823
Licence Controlled By CRYSTAL WEALTH PARTNERS LTD
Adviser Start Date 2014-08-11
Appointing Representative Name CRYSTAL WEALTH PARTNERS LTD
Appointing Representative Number 000412226
Appointing Representative ABN 78151929823
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • LOUISE MAREE LAKOMY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Certified Financial Planner Deakin University
Graduate Diploma in Financial Planning University of Southern Queensland
Life Risk Specialist Financial Planning Association
Master of Business Administration University of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000412226 CRYSTAL WEALTH PARTNERS LTD
Licence controlled by: CRYSTAL WEALTH PARTNERS LTD
2014-08-11 - CRYSTAL WEALTH PARTNERS LTD
000238058 WESTPAC PRIVATE EQUITY PTY LIMITED 2012-11-26 - 2014-08-08 LOUISE MAREE LAKOMY
000255016 YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED 2006-08-24 - 2012-11-25 LOUISE MAREE LAKOMY

Licensee Information

Licence Name CRYSTAL WEALTH PARTNERS LTD
Licence Number 000412226
Licence ABN 78151929823

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER BARRETT Crystal Wealth Partners Ltd Current 2016-01-05
CHRIS MURRAY Crystal Wealth Partners Ltd Current 2016-01-04
KEITH EDWARD VERNER Crystal Wealth Partners Ltd Current 2013-10-28
LISA MAREE FOWLER Crystal Wealth Partners Ltd Current 2012-09-01
JOHN FRANCIS MCILROY Crystal Wealth Partners Ltd Current 2012-07-01
TIMOTHY JAMES WEDD Crystal Wealth Partners Ltd Current 2011-12-23

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHRISTOPHER BARRETT Crystal Wealth Partners Ltd Current 2016-01-05
CHRIS MURRAY Crystal Wealth Partners Ltd Current 2016-01-04
KEITH EDWARD VERNER Crystal Wealth Partners Ltd Current 2013-10-28
LISA MAREE FOWLER Crystal Wealth Partners Ltd Current 2012-09-01
JOHN FRANCIS MCILROY Crystal Wealth Partners Ltd Current 2012-07-01
TIMOTHY JAMES WEDD Crystal Wealth Partners Ltd Current 2011-12-23

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.