ADAM BEN LOMSARGIS (Adviser# 000457927) 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 23, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ADAM BEN LOMSARGIS |
| Adviser Number | 000457927 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 64816182033 |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000425542 MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| Licence ABN | 51159696830 |
| Adviser Start Date | 2018-04-23 |
| Appointing Representative Name | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| Appointing Representative Number | 000425542 |
| Appointing Representative ABN | 51159696830 |
| Further Restrictions | Advice on superannuation excludes self managed superannuation funds. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services | Securities Institute |
| Industry Standard Education | RG146 specialist knowledge - Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000425542 |
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds. |
2018-04-23 - | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2014-05-15 - 2018-04-13 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-05-13 - 2014-05-09 | |
| 000288877 | PEARCE, CALLAHAN & ASSOCIATES PTY. LTD. | 2011-06-15 - 2013-05-10 |
| Licence Name | MYPLANNER PROFESSIONAL SERVICES PTY LTD |
| Licence Number | 000425542 |
| Licence ABN | 51159696830 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MARC SCHNEIDER | Myplanner Professional Services Pty Ltd | Current | 2018-08-28 |
| GARETH DAVIES | Myplanner Professional Services Pty Ltd | Current | 2018-08-15 |
| LEONARD NORMAN ELIAS | Myplanner Professional Services Pty Ltd | Current | 2018-07-23 |
| EVA MARIA WADE | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| MERVIN WILLY ROBERT | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| CHRIS JOHN CANNON | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| TODD PETER MARTIN | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| NATHAN JOSHUA BOSMAN | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| DANNY PIANTA | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
| CLINTON PAUL RAUTNER GILLMAN | Myplanner Professional Services Pty Ltd | Current | 2018-07-13 |
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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.