STEVEN KORNER


Licensee: OMNIWEALTH SERVICES PTY LIMITED

STEVEN KORNER (Adviser# 001249850) 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 September 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name STEVEN KORNER
Adviser Number 001249850
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000309643
OMNIWEALTH SERVICES PTY LIMITED
Licence ABN 57121845001
Licence Controlled By AMG CAPITAL MANAGEMENT PTY LIMITED
Adviser Start Date 2017-09-01
Appointing Representative Name OMNIWEALTH SERVICES PTY LIMITED
Appointing Representative Number 000309643
Appointing Representative ABN 57121845001

Authorisations to provide financial product advice

  • STEVEN KORNER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Applied Finance Macquarie University
Bachelor of Economics Macquarie University
Diploma of Financial Planning Monarch Institute
SMSF Specialist Accreditation Monarch Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000309643 OMNIWEALTH SERVICES PTY LIMITED
Licence controlled by: AMG CAPITAL MANAGEMENT PTY LIMITED
2017-09-01 - OMNIWEALTH SERVICES PTY LIMITED

Licensee Information

Licence Name OMNIWEALTH SERVICES PTY LIMITED
Licence Number 000309643
Licence ABN 57121845001

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VIET THAI DAO Omniwealth Services Pty Limited Current 2018-02-02
DUNCAN BARBER Omniwealth Services Pty Limited Ceased 2017-01-09
ANDREW EDWARD ZBIK Omniwealth Services Pty Limited Current 2015-10-24
MARIA ELIZABETH DYSON Omniwealth Services Pty Limited Current 2015-10-23
ASHLEY MCSWEYN Omniwealth Services Pty Limited Ceased 2015-10-23
HOANG THIEN NHAT NGUYEN Omniwealth Services Pty Limited Ceased 2015-09-11
MARIE ELLEN RICHARDSON Omniwealth Services Pty Limited Ceased 2013-09-12
HOA TRAN Omniwealth Services Pty Limited Current 2013-04-08

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VIET THAI DAO Omniwealth Services Pty Limited Current 2018-02-02
DUNCAN BARBER Omniwealth Services Pty Limited Ceased 2017-01-09
ANDREW EDWARD ZBIK Omniwealth Services Pty Limited Current 2015-10-24
MARIA ELIZABETH DYSON Omniwealth Services Pty Limited Current 2015-10-23
ASHLEY MCSWEYN Omniwealth Services Pty Limited Ceased 2015-10-23
HOANG THIEN NHAT NGUYEN Omniwealth Services Pty Limited Ceased 2015-09-11
MARIE ELLEN RICHARDSON Omniwealth Services Pty Limited Ceased 2013-09-12
HOA TRAN Omniwealth Services Pty Limited Current 2013-04-08

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.