AMANDA LEIGH JAROSZ

Licensee: MOMENTUM PLANNING PTY LTD

AMANDA LEIGH JAROSZ (Adviser# 001000975) 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 February 1, 2009.

Adviser Overview

Register Name Financial Advisers
Adviser Name AMANDA LEIGH JAROSZ
Adviser Number 001000975
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000322220
MOMENTUM PLANNING PTY LTD
Licence ABN 80106837558
Licence Controlled By MOMENTUM PLANNING PTY LTD
Adviser Start Date 2009-02-01
Appointing Representative Name MOMENTUM PLANNING PTY LTD
Appointing Representative Number 000322220
Appointing Representative ABN 80106837558
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • AMANDA LEIGH JAROSZ
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
CFP Certification FPA
Diploma of Financial Services Finsia
Graduate Certificate in Financial Planning Finsia
Margin Lending & Geared Investments Kaplan
Master of Applied Finance Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000322220 MOMENTUM PLANNING PTY LTD
Licence controlled by: MOMENTUM PLANNING PTY LTD
2009-02-01 - MOMENTUM PLANNING PTY LTD

Licensee Information

Licence Name MOMENTUM PLANNING PTY LTD
Licence Number 000322220
Licence ABN 80106837558

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LAURA JANE BUCKLEY Momentum Planning Pty Ltd Current 2014-07-11
BEVERLY EMSLIE HARVEY Momentum Planning Pty Ltd Current 2010-08-10
PHILIPPA ELLIOTT Momentum Planning Pty Ltd Current 2008-05-13

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LAURA JANE BUCKLEY Momentum Planning Pty Ltd Current 2014-07-11
BEVERLY EMSLIE HARVEY Momentum Planning Pty Ltd Current 2010-08-10
PHILIPPA ELLIOTT Momentum Planning Pty Ltd Current 2008-05-13

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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.