ANDREW EDWARD ZBIK


Licensee: OMNIWEALTH SERVICES PTY LIMITED

ANDREW EDWARD ZBIK (Adviser# 000329712) 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 October 24, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANDREW EDWARD ZBIK
Adviser Number 000329712
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000309643
OMNIWEALTH SERVICES PTY LIMITED
Licence ABN 57121845001
Licence Controlled By AMG CAPITAL MANAGEMENT PTY LIMITED
Adviser Start Date 2015-10-24
Appointing Representative Name OMNIWEALTH SERVICES PTY LIMITED
Appointing Representative Number 000309643
Appointing Representative ABN 57121845001
Memberships SMSF Association
Tax Practitioners Board (TPB)

Authorisations to provide financial product advice

  • ANDREW EDWARD ZBIK
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Administration & Bachelor of Laws Macquarie University
Diploma of Financial Planning Kaplan Professional
Graduate Diploma of Legal Practice NSW College of Law
Real Estate Certificate REINSW
SMSF Specialist Advisor (SSA) Accreditation SMSF Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000309643 OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED
2015-10-24 - OMNIWEALTH SERVICES PTY LIMITED
000309643 OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED
2015-10-23 - 2015-10-23 OMNIWEALTH SERVICES PTY LIMITED
000309643 OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED
2012-05-21 - 2015-10-23 OMNIWEALTH PTY LIMITED
000321972 HENDERSON MAXWELL PTY LTD 2009-11-19 - 2012-05-25 ANDREW EDWARD ZBIK

Licensee Information

Licence Name OMNIWEALTH SERVICES PTY LIMITED
Licence Number 000309643
Licence ABN 57121845001

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VIET THAI DAO Omniwealth Services Pty Limited Current 2018-02-02
STEVEN KORNER Omniwealth Services Pty Limited Current 2017-09-01
DUNCAN BARBER Omniwealth Services Pty Limited Ceased 2017-01-09
MARIA ELIZABETH DYSON Omniwealth Services Pty Limited Current 2015-10-23
ASHLEY MCSWEYN Omniwealth Services Pty Limited Ceased 2015-10-23
HOANG THIEN NHAT NGUYEN Omniwealth Services Pty Limited Ceased 2015-09-11
MARIE ELLEN RICHARDSON Omniwealth Services Pty Limited Ceased 2013-09-12
HOA TRAN Omniwealth Services Pty Limited Current 2013-04-08

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VIET THAI DAO Omniwealth Services Pty Limited Current 2018-02-02
STEVEN KORNER Omniwealth Services Pty Limited Current 2017-09-01
DUNCAN BARBER Omniwealth Services Pty Limited Ceased 2017-01-09
MARIA ELIZABETH DYSON Omniwealth Services Pty Limited Current 2015-10-23
ASHLEY MCSWEYN Omniwealth Services Pty Limited Ceased 2015-10-23
HOANG THIEN NHAT NGUYEN Omniwealth Services Pty Limited Ceased 2015-09-11
MARIE ELLEN RICHARDSON Omniwealth Services Pty Limited Ceased 2013-09-12
HOA TRAN Omniwealth Services Pty Limited Current 2013-04-08

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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.