STEFAN ANGELINI


Licensee: OZPLAN FINANCIAL SERVICES PTY LTD

STEFAN ANGELINI (Adviser# 001249074) 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 March 29, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEFAN ANGELINI
Adviser Number 001249074
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000221235
OZPLAN FINANCIAL SERVICES PTY LTD
Licence ABN 35005391202
Adviser Start Date 2017-03-29
Appointing Representative Name OZPLAN FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000221235
Appointing Representative ABN 35005391202

Authorisations to provide financial product advice

  • STEFAN ANGELINI
  • ·
  • 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
Advanced Diploma of Financial Planning Kaplan Professional
Bachelor of Commerce (Major in Finance & Economics) Monash University, Clayton
Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000221235 OZPLAN FINANCIAL SERVICES PTY LTD 2017-03-29 - OZPLAN FINANCIAL SERVICES PTY LTD
000481098 FIRST FINANCIAL PTY LTD 2016-10-25 - 2017-03-29 FIRST FINANCIAL PTY LTD

Licensee Information

Licence Name OZPLAN FINANCIAL SERVICES PTY LTD
Licence Number 000221235
Licence ABN 35005391202

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VICKI JOY DOSSER Ozplan Financial Services Pty Ltd Current 2017-05-22
TIMOTHY MARTIN BUCKLEY Ozplan Financial Services Pty Ltd Current 2017-04-10
ROSS WILLIAM DEEATH Ozplan Financial Services Pty Ltd Current 2017-04-10
JESSICA ELYSE NANCE Ozplan Financial Services Pty Ltd Current 2017-04-10
ANDREW GEORGE DALRYMPLE Ozplan Financial Services Pty Ltd Current 2017-04-01
KATRINA JANE MAGYAR Ozplan Financial Services Pty Ltd Current 2017-04-01
ANNA - MAREE MCINTOSH Ozplan Financial Services Pty Ltd Current 2017-04-01
ANNA AGATI Ozplan Financial Services Pty Ltd Current 2017-04-01
BREE KRISTIE HANSLOW Ozplan Financial Services Pty Ltd Current 2017-01-20
ROBERT JAMES LAYFIELD Ozplan Financial Services Pty Ltd Current 2016-08-30

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.