MICHAEL BALOGH (Adviser# 000240418) 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 December 18, 2015.
| Register Name | Financial Advisers |
| Adviser Name | MICHAEL BALOGH |
| Adviser Number | 000240418 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1982 |
| Financial Service (AFS) Licence |
Licence# 000480797 KAIZEN WEALTH PTY LTD |
| Adviser Start Date | 2015-12-18 |
| Appointing Representative Name | FINSEC PARTNERS PTY LTD |
| Appointing Representative Number | 000354394 |
| Appointing Representative ABN | 98135591829 |
| Memberships |
CFP Certified Financial Planner (FPA) CFP |
|
| Qualification / Degree | Institute / School |
|---|---|
| Cavendish & ICFS Specialist SMSF | Cavendish |
| Diploma of Financial Planning | Financial Planning Assocation of Australia (FPA) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000480797 | KAIZEN WEALTH PTY LTD | 2015-12-18 - | FINSEC PARTNERS PTY LTD |
| 000232686 |
GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2005-03-16 - 2015-12-18 | GENESYS WEALTH ADVISERS LIMITED |
| Licence Name | KAIZEN WEALTH PTY LTD |
| Licence Number | 000480797 |
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| 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.