KATY LOI


Licensee: MEDROI LIMITED

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • KATY LOI
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name MEDROI LIMITED
Licence Number 000446292
Licence ABN 53162684022

Financial advisers with the same licensee

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

Financial advisers with the same licensee

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

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.