GLENN ANDREW MALKIEWICZ


Licensee: LIFESPAN FINANCIAL PLANNING PTY LTD

GLENN ANDREW MALKIEWICZ (Adviser# 000320603) 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 August 7, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name GLENN ANDREW MALKIEWICZ
Adviser Number 000320603
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000229892
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence ABN 23065921735
Licence Controlled By Castleguard Trust
Adviser Start Date 2018-08-07
Appointing Representative Name LIFESPAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000229892
Appointing Representative ABN 23065921735
Further Restrictions The Authorised Representative is restricted in giving advice in Self Managed Super Funds.

Authorisations to provide financial product advice

  • GLENN ANDREW MALKIEWICZ
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Financial Planning) RMIT
Certificate IV in Financial Services (Finance/Mortgage Broking) AAMC
Margin Lending Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
Further restrictions: The Authorised Representative is restricted in giving advice in Self Managed Super Funds.
2018-08-07 - LIFESPAN FINANCIAL PLANNING PTY LTD
000486674 JBS FINANCIAL STRATEGISTS PTY LTD
Licence controlled by: JBS FINANCIAL STRATEGISTS PTY LTD
2016-08-01 - 2018-06-04 JBS FINANCIAL STRATEGISTS PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
Further restrictions: Restricted from giving advice in Self Managed Superannuation Funds
2007-12-11 - 2016-07-29 JBS FINANCIAL STRATEGISTS PTY LTD

Licensee Information

Licence Name LIFESPAN FINANCIAL PLANNING PTY LTD
Licence Number 000229892
Licence ABN 23065921735

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JOSEPH BYLHOUWER Lifespan Financial Planning Pty Ltd Current 2018-07-24
OLIVER ALWAR Lifespan Financial Planning Pty Ltd Current 2018-07-11
MATTHEW PETER RHEINBERGER Lifespan Financial Planning Pty Ltd Current 2018-07-11
IAN NICHOLAS RITCHIE Lifespan Financial Planning Pty Ltd Current 2018-07-06
CHARLES PILLAY Lifespan Financial Planning Pty Ltd Current 2018-07-06
JANET LESLEY BUTLER Lifespan Financial Planning Pty Ltd Current 2018-07-06
FIONA BATEMAN Lifespan Financial Planning Pty Ltd Current 2018-07-06
ERIN MICHELLE PRESS Lifespan Financial Planning Pty Ltd Current 2018-07-06
TONINO FALZARANO Lifespan Financial Planning Pty Ltd Current 2018-07-06
PRASHANT SOLAIAPPAN NAGARAJAN Lifespan Financial Planning Pty Ltd Current 2018-07-06

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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.