KATARZYNA MARIA URBANIK (Adviser# 000319449) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is January 25, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KATARZYNA MARIA URBANIK |
| Adviser Number | 000319449 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000328681 EQUITI FINANCIAL SERVICES PTY LTD |
| Licence ABN | 20120384474 |
| Adviser Start Date | 2018-01-25 |
| Adviser End Date | 2018-04-09 |
| Appointing Representative Name | EQUITI FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000328681 |
| Appointing Representative ABN | 20120384474 |
| Further Restrictions | Excluding SMSF Advice |
|
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000328681 |
EQUITI FINANCIAL SERVICES PTY LTD
Further restrictions: Excluding SMSF Advice |
2018-01-25 - 2018-04-09 | EQUITI FINANCIAL SERVICES PTY LTD |
| 000329408 |
ONE26 PTY LTD
Further restrictions: Not authorised to provide Margin Lending or Gearing advice. |
2017-08-10 - 2018-01-01 | ONE26 PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2014-05-21 - 2015-01-29 | |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-08-13 - 2014-04-28 | |
| 000325252 |
EP FINANCIAL SERVICES PTY LTD
Licence controlled by: ELSTON GROUP PTY LTD |
2008-10-01 - 2011-03-28 | |
| 000238375 |
WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD |
2007-11-12 - 2008-09-30 |
| Licence Name | EQUITI FINANCIAL SERVICES PTY LTD |
| Licence Number | 000328681 |
| Licence ABN | 20120384474 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SUNGAI ANDREW PFUMOJENA | Equiti Financial Services Pty Ltd | Current | 2018-06-26 |
| JACK OINEZA | Equiti Financial Services Pty Ltd | Current | 2018-05-21 |
| GAVAN TAYLOR | Equiti Financial Services Pty Ltd | Ceased | 2018-05-10 |
| NINA WILLIAMS | Equiti Financial Services Pty Ltd | Current | 2018-04-09 |
| PETER O'SHEA | Equiti Financial Services Pty Ltd | Ceased | 2018-03-12 |
| PETER RAYMOND NIELSEN | Equiti Financial Services Pty Ltd | Ceased | 2017-10-30 |
| STEPHEN ANDREW BLAMPIED | Equiti Financial Services Pty Ltd | Ceased | 2016-08-15 |
| EWAN HENDERSON | Equiti Financial Services Pty Ltd | Current | 2016-03-21 |
| DANNY HANNA ASSABGY | Equiti Financial Services Pty Ltd | Current | 2015-03-19 |
| DEAN SHORT | Equiti Financial Services Pty Ltd | Current | 2015-03-19 |
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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.