ADAM BEN LOMSARGIS


Licensee: MYPLANNER PROFESSIONAL SERVICES PTY LTD

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.

Adviser Overview

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.

Authorisations to provide financial product advice

  • ADAM BEN LOMSARGIS
  • ·
  • 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
Diploma of Financial Services Securities Institute
Industry Standard Education RG146 specialist knowledge - Kaplan Professional

Adviser employment history

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

Licensee Information

Licence Name MYPLANNER PROFESSIONAL SERVICES PTY LTD
Licence Number 000425542
Licence ABN 51159696830

Financial advisers with the same licensee

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

Competitor

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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.