PATRICK VARGIU (Adviser# 000292518) 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 July 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PATRICK VARGIU |
| Adviser Number | 000292518 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000464671 LIFELONG AFSL PTY LTD |
| Licence ABN | 18169472502 |
| Adviser Start Date | 2018-07-15 |
| Appointing Representative Name | LIFELONG FINANCIAL SOLUTIONS PTY LTD |
| Appointing Representative Number | 001250602 |
| Appointing Representative ABN | 94615510640 |
| Memberships | AFA - Association of Financial Advisers |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Professional |
| Advanced Diploma of Financial Services (Financial Planning) | International Institute of Technology Pty Ltd (IIT) |
| Diploma of Financial Services (Financial Planning) | AMP Limited |
| Self Managed Super Fund subject | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000464671 | LIFELONG AFSL PTY LTD | 2018-07-15 - | LIFELONG FINANCIAL SOLUTIONS PTY LTD |
| 000323729 | ACTOCUE PTY LTD | 2018-01-22 - 2018-03-22 | ACTOCUE 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. |
2014-05-30 - 2015-05-27 | GENESYS WEALTH ADVISERS LIMITED |
| 000230560 | QUADRANT SECURITIES PTY LTD | 2011-08-09 - 2014-05-30 | |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2010-02-22 - 2011-08-08 | |
| 000300219 | M1-PLAN PTY LTD | 2007-06-04 - 2012-02-01 | |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2005-08-30 - 2017-10-27 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | LIFELONG AFSL PTY LTD |
| Licence Number | 000464671 |
| Licence ABN | 18169472502 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SCOTT JAMES MARSDEN | Lifelong Afsl Pty Ltd | Current | 2018-07-21 |
| JOHN FELIX FINNEGAN | Lifelong Afsl Pty Ltd | Current | 2018-07-15 |
| DALE STEPHEN COOPER | Lifelong Afsl Pty Ltd | Current | 2016-10-04 |
| TERENCE LEONG | Lifelong Afsl Pty Ltd | Ceased | 2016-06-19 |
| JOHN DAVID MURRAY | Lifelong Afsl Pty Ltd | Ceased | 2016-04-11 |
| STEPHEN CRAIG VARKER | Lifelong Afsl Pty Ltd | Current | 2015-02-09 |
| LISA KAYE VARKER | Lifelong Afsl Pty Ltd | Current | 2015-02-09 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SCOTT JAMES MARSDEN | Lifelong Afsl Pty Ltd | Current | 2018-07-21 |
| JOHN FELIX FINNEGAN | Lifelong Afsl Pty Ltd | Current | 2018-07-15 |
| DALE STEPHEN COOPER | Lifelong Afsl Pty Ltd | Current | 2016-10-04 |
| TERENCE LEONG | Lifelong Afsl Pty Ltd | Ceased | 2016-06-19 |
| JOHN DAVID MURRAY | Lifelong Afsl Pty Ltd | Ceased | 2016-04-11 |
| STEPHEN CRAIG VARKER | Lifelong Afsl Pty Ltd | Current | 2015-02-09 |
| LISA KAYE VARKER | Lifelong Afsl Pty Ltd | Current | 2015-02-09 |
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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.