JULIUS SZIGLIGETI

Licensee: LWM FINANCIAL SERVICES PTY LTD

JULIUS SZIGLIGETI (Adviser# 000301234) 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 11, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name JULIUS SZIGLIGETI
Adviser Number 000301234
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1999
Financial Service (AFS) Licence Licence# 000438603
LWM FINANCIAL SERVICES PTY LTD
Licence ABN 48163329628
Adviser Start Date 2013-07-11
Appointing Representative Name LWM FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000438603
Appointing Representative ABN 48163329628
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JULIUS SZIGLIGETI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Curtin University of Technology
CFP Professional Program Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000438603 LWM FINANCIAL SERVICES PTY LTD 2013-07-11 - LWM FINANCIAL SERVICES PTY LTD
000224543 FYG PLANNERS PTY LTD
Licence controlled by: The Trustee for Mancell Family Trust
2010-08-03 - 2013-06-21 JULIUS SZIGLIGETI
000322766 SUPERIOR WEALTH MANAGEMENT SOLUTIONS PTY LTD 2010-01-01 - 2010-08-02 JULIUS SZIGLIGETI

Licensee Information

Licence Name LWM FINANCIAL SERVICES PTY LTD
Licence Number 000438603
Licence ABN 48163329628

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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.