KATY LOI (Adviser# 001001658) 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 November 2, 2017.
Register Name | Financial Advisers |
Adviser Name | KATY LOI |
Adviser Number | 001001658 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2013 |
Financial Service (AFS) Licence |
Licence# 000446292 MEDROI LIMITED |
Licence ABN | 53162684022 |
Adviser Start Date | 2017-11-02 |
Appointing Representative Name | MEDROI LIMITED |
Appointing Representative Number | 000446292 |
Appointing Representative ABN | 53162684022 |
|
Qualification / Degree | Institute / School |
---|---|
ASX Accredited Derivatives Adviser Level 1 | Kaplan Professional |
ASX Accredited Derivatives Adviser Level 2 | Kaplan Proessional |
Bachelor of Business Management | University of Queensland |
Bachelor of Commerce | University of Queensland |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000446292 | MEDROI LIMITED | 2017-11-02 - | MEDROI LIMITED |
000227096 | LFG FINANCIAL SERVICES LTD | 2013-10-09 - 2015-11-11 | LFG FINANCIAL SERVICES LTD |
Licence Name | MEDROI LIMITED |
Licence Number | 000446292 |
Licence ABN | 53162684022 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
PEDRAM FIROOZTASH | Medroi Limited | Current | 2015-11-05 |
BRIAN MICHAEL COSTELLO | Medroi Limited | Current | 2013-12-06 |
CHRISTOPHER MARK WAIGHT | Medroi Limited | Current | 2013-12-06 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
PEDRAM FIROOZTASH | Medroi Limited | Current | 2015-11-05 |
BRIAN MICHAEL COSTELLO | Medroi Limited | Current | 2013-12-06 |
CHRISTOPHER MARK WAIGHT | Medroi Limited | Current | 2013-12-06 |
Please comment or provide details below to improve the information on .
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.