KATRINA JANE MAGYAR


Licensee: OZPLAN FINANCIAL SERVICES PTY LTD

KATRINA JANE MAGYAR (Adviser# 000339125) 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 April 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name KATRINA JANE MAGYAR
Adviser Number 000339125
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000221235
OZPLAN FINANCIAL SERVICES PTY LTD
Licence ABN 35005391202
Adviser Start Date 2017-04-01
Appointing Representative Name OZPLAN FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000221235
Appointing Representative ABN 35005391202
Memberships CPA Australia (CPA)
Further Restrictions Authorised only to provide advice on Self Managed Superannuation Funds.

Authorisations to provide financial product advice

  • KATRINA JANE MAGYAR
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Accountants Self Managed Superannuation Funds Package Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000221235 OZPLAN FINANCIAL SERVICES PTY LTD
Further restrictions: Authorised only to provide advice on Self Managed Superannuation Funds.
2017-04-01 - OZPLAN FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name OZPLAN FINANCIAL SERVICES PTY LTD
Licence Number 000221235
Licence ABN 35005391202

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VICKI JOY DOSSER Ozplan Financial Services Pty Ltd Current 2017-05-22
TIMOTHY MARTIN BUCKLEY Ozplan Financial Services Pty Ltd Current 2017-04-10
ROSS WILLIAM DEEATH Ozplan Financial Services Pty Ltd Current 2017-04-10
JESSICA ELYSE NANCE Ozplan Financial Services Pty Ltd Current 2017-04-10
ANDREW GEORGE DALRYMPLE Ozplan Financial Services Pty Ltd Current 2017-04-01
ANNA - MAREE MCINTOSH Ozplan Financial Services Pty Ltd Current 2017-04-01
ANNA AGATI Ozplan Financial Services Pty Ltd Current 2017-04-01
STEFAN ANGELINI Ozplan Financial Services Pty Ltd Current 2017-03-29
BREE KRISTIE HANSLOW Ozplan Financial Services Pty Ltd Current 2017-01-20
ROBERT JAMES LAYFIELD Ozplan Financial Services Pty Ltd Current 2016-08-30

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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.