ANGUS TAYLOR (Adviser# 001246916) 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 4, 2018.
Register Name | Financial Advisers |
Adviser Name | ANGUS TAYLOR |
Adviser Number | 001246916 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2014 |
Financial Service (AFS) Licence |
Licence# 000449658 LIFE PLAN FP PTY LTD |
Licence ABN | 49113803786 |
Adviser Start Date | 2018-05-04 |
Appointing Representative Name | LIFE PLAN FP PTY LTD |
Appointing Representative Number | 000449658 |
Appointing Representative ABN | 49113803786 |
Memberships | Association of Financial Advisers (AFA) |
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Qualification / Degree | Institute / School |
---|---|
Advanced Diploma of Financial Planning | Kaplan Professional |
Bachelor of Business Management | University of Queensland |
Diploma of Financial Planning | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000449658 | LIFE PLAN FP PTY LTD | 2018-05-04 - | LIFE PLAN FP PTY LTD |
000344762 | SENTINEL PRIVATE WEALTH PTY LTD | 2017-04-06 - 2018-04-05 | SENTINEL PRIVATE WEALTH PTY LTD |
000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Self Managed Superannuation Funds |
2016-08-24 - 2017-03-31 | WESTPAC BANKING CORPORATION |
Licence Name | LIFE PLAN FP PTY LTD |
Licence Number | 000449658 |
Licence ABN | 49113803786 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
THEODORE GODFREY | Life Plan Fp Pty Ltd | Current | 2018-08-30 |
XIAOLI LI | Life Plan Fp Pty Ltd | Current | 2018-08-15 |
KHAIR UL ALAM | Life Plan Fp Pty Ltd | Current | 2018-07-17 |
CRAIG ANDREW MULDOON | Life Plan Fp Pty Ltd | Current | 2018-07-06 |
MOSTAFA EZAME | Life Plan Fp Pty Ltd | Current | 2018-07-06 |
BILAL IBRAHIM | Life Plan Fp Pty Ltd | Current | 2018-07-06 |
GEORGE HAIDAMOUS | Life Plan Fp Pty Ltd | Current | 2018-07-04 |
AMIT AGGARWAL | Life Plan Fp Pty Ltd | Current | 2018-07-04 |
GEORGE FOKAS | Life Plan Fp Pty Ltd | Current | 2018-05-04 |
SHAMSHER SINGH | Life Plan Fp Pty Ltd | Current | 2018-04-27 |
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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.