MICHAEL FINGERETH

Licensee: LIFESTYLE INVESTMENT PLANNING PTY LTD

MICHAEL FINGERETH (Adviser# 000403564) 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 June 29, 2012.

Adviser Overview

Register Name Financial Advisers
Adviser Name MICHAEL FINGERETH
Adviser Number 000403564
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000278361
LIFESTYLE INVESTMENT PLANNING PTY LTD
Licence ABN 94069277943
Adviser Start Date 2012-06-29
Appointing Representative Name LIFESTYLE INVESTMENT PLANNING PTY LTD
Appointing Representative Number 000278361
Appointing Representative ABN 94069277943
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • MICHAEL FINGERETH
  • ·
  • 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 (Management) University of Queensland
Bachelor of Commerce University of Queensland
CPA Program CPA Australia
Diploma of Financial Services Internation Institute of Technology
Public Practice Certificate CPA Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000278361 LIFESTYLE INVESTMENT PLANNING PTY LTD 2012-06-29 - LIFESTYLE INVESTMENT PLANNING PTY LTD
000340289 WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED
2011-04-18 - 2012-06-29 MICHAEL FINGERETH

Licensee Information

Licence Name LIFESTYLE INVESTMENT PLANNING PTY LTD
Licence Number 000278361
Licence ABN 94069277943

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID LEON KHENKIN Lifestyle Investment Planning Pty Ltd Current 2017-11-28
ETEL NAGYIDAI Lifestyle Investment Planning Pty Ltd Current 2012-06-09
GARY CSABA NAGYIDAI Lifestyle Investment Planning Pty Ltd Current 2004-10-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID LEON KHENKIN Lifestyle Investment Planning Pty Ltd Current 2017-11-28
ETEL NAGYIDAI Lifestyle Investment Planning Pty Ltd Current 2012-06-09
GARY CSABA NAGYIDAI Lifestyle Investment Planning Pty Ltd Current 2004-10-01

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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.