AMANDA LYN EGAN

Licensee: ESSENTIA FINANCIAL ADVISORY PTY LIMITED

AMANDA LYN EGAN (Adviser# 001249127) 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 October 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name AMANDA LYN EGAN
Adviser Number 001249127
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000485418
ESSENTIA FINANCIAL ADVISORY PTY LIMITED
Adviser Start Date 2016-10-01
Appointing Representative Name ESSENTIA FINANCIAL ADVISORY PTY LIMITED
Appointing Representative Number 000485418
Memberships Chartered Accountants Australia and New Zealand (CA)
The Tax Institute

Authorisations to provide financial product advice

  • AMANDA LYN EGAN
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
CA SMSF Specialist Accreditation Course Australian School of Business
Diploma of Financial Planning Pinnacle Financial Services Academy
Master of Taxation University of NSW

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000485418 ESSENTIA FINANCIAL ADVISORY PTY LIMITED 2016-10-01 - ESSENTIA FINANCIAL ADVISORY PTY LIMITED

Licensee Information

Licence Name ESSENTIA FINANCIAL ADVISORY PTY LIMITED
Licence Number 000485418

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.