ANDY COSTA MIZAROLLIS


Licensee: CORP-PLAN WEALTH MANAGEMENT PTY LTD

ANDY COSTA MIZAROLLIS (Adviser# 000245073) 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 November 24, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDY COSTA MIZAROLLIS
Adviser Number 000245073
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 53219765364
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000479803
CORP-PLAN WEALTH MANAGEMENT PTY LTD
Adviser Start Date 2015-11-24
Appointing Representative Name CORP-PLAN CONSULTANTS PTY LTD
Appointing Representative Number 001238627
Appointing Representative ABN 24087157579
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • ANDY COSTA MIZAROLLIS
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Univesity of Johannesburg
Chartered Accountant Financial Planning Specialist - ICAA
Managed Investments Accredited
Self Managed Super Fund Course Tribeca
Superannuation and Retirement Planning Accredited

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000479803 CORP-PLAN WEALTH MANAGEMENT PTY LTD 2015-11-24 - CORP-PLAN CONSULTANTS PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2003-12-08 - 2015-11-23 PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licensee Information

Licence Name CORP-PLAN WEALTH MANAGEMENT PTY LTD
Licence Number 000479803

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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.