ALEXANDER WHITLEY EGAN

Licensee: EGAN & CO PTY LTD

ALEXANDER WHITLEY EGAN (Adviser# 001242269) 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 May 24, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name ALEXANDER WHITLEY EGAN
Adviser Number 001242269
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000480154
EGAN & CO PTY LTD
Licence ABN 71009231190
Adviser Start Date 2016-05-24
Appointing Representative Name EGAN & CO PTY LTD
Appointing Representative Number 000480154
Appointing Representative ABN 71009231190
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • ALEXANDER WHITLEY EGAN
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
- Bachelor of Business Major in Accounting Edith Cowan University
Accountants SMSF Package Kaplan Professional Education
Foundations of Financial Planning Kaplan Professional Education
Institute of Chartered Accountants (Australia) Institute of Chartered Accountants (Australia)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000480154 EGAN & CO PTY LTD 2016-05-24 - EGAN & CO PTY LTD

Licensee Information

Licence Name EGAN & CO PTY LTD
Licence Number 000480154
Licence ABN 71009231190

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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.