MEGAN LOUISE PALTOGLOU (Adviser# 000419372) 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 September 13, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MEGAN LOUISE PALTOGLOU |
| Adviser Number | 000419372 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2002 |
| Financial Service (AFS) Licence |
Licence# 000221557 MAGNITUDE GROUP PTY LTD |
| Licence ABN | 54086266202 |
| Licence Controlled By | WESTPAC BANKING CORPORATION |
| Adviser Start Date | 2017-09-13 |
| Appointing Representative Name | SY WEALTH MANAGEMENT (SOUTH YARRA) PTY LTD |
| Appointing Representative Number | 000322922 |
| Appointing Representative ABN | 72109427465 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | The University of Melbourne |
| Diploma of Financial Planning | Financial Planning Association |
| Graduate Diploma in Applied Finance and Investment | Securities Institute Australia |
| Margin Lending | Mentor Education |
| Self Managed Superannuation Funds | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2017-09-13 - | SY WEALTH MANAGEMENT (SOUTH YARRA) PTY LTD |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2015-08-24 - 2016-08-25 | MAGNITUDE GROUP PTY LTD |
| 000235410 | MORGANS FINANCIAL LIMITED | 2012-03-26 - 2014-08-22 | MEGAN LOUISE PALTOGLOU |
| Licence Name | MAGNITUDE GROUP PTY LTD |
| Licence Number | 000221557 |
| Licence ABN | 54086266202 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANDRE WOUD | Magnitude Group Pty Ltd | Current | 2018-05-24 |
| JASON DEAN LEDDIN | Magnitude Group Pty Ltd | Current | 2018-02-02 |
| DANIEL AITKEN | Magnitude Group Pty Ltd | Current | 2017-10-20 |
| CAROLYN PAUL | Magnitude Group Pty Ltd | Current | 2017-09-11 |
| DARREN LEE BRIDGES | Magnitude Group Pty Ltd | Current | 2017-08-11 |
| ADAM MUSOLINO | Magnitude Group Pty Ltd | Current | 2017-07-26 |
| DUNCAN GILLIES MACGILL | Magnitude Group Pty Ltd | Current | 2017-07-17 |
| MATTHEW CARSWELL | Magnitude Group Pty Ltd | Current | 2017-06-16 |
| DAVID ALEXANDER BENNETT | Magnitude Group Pty Ltd | Current | 2017-05-24 |
| VICKI O'CONNOR | Magnitude Group Pty Ltd | Current | 2017-05-08 |
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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.