DAMIAN EBZERY


Licensee: LIFESTYLE & INVESTMENT PLANNING SOLUTIONS PTY LTD

DAMIAN EBZERY (Adviser# 001000225) 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 August 7, 2004.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAMIAN EBZERY
Adviser Number 001000225
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000275914
LIFESTYLE & INVESTMENT PLANNING SOLUTIONS PTY LTD
Licence ABN 40107322056
Adviser Start Date 2004-08-07
Appointing Representative Name LIFESTYLE & INVESTMENT PLANNING SOLUTIONS PTY LTD
Appointing Representative Number 000275914
Appointing Representative ABN 40107322056
Memberships Financial Planning Association of Australia (FPA)
Institute of Tax Australia
MFAA
SMSF Association

Authorisations to provide financial product advice

  • DAMIAN EBZERY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business QUT
CTA1 Foundations The Tax Institute
Diploma of Financial Services Intellitrain
Master of Business QUT
Risk Managmenet & Estate Planning Securities Institute of Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000275914 LIFESTYLE & INVESTMENT PLANNING SOLUTIONS PTY LTD 2004-08-07 - LIFESTYLE & INVESTMENT PLANNING SOLUTIONS PTY LTD

Licensee Information

Licence Name LIFESTYLE & INVESTMENT PLANNING SOLUTIONS PTY LTD
Licence Number 000275914
Licence ABN 40107322056

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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.