MICHAEL TONY KOSTOS (Adviser# 001255996) 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 July 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MICHAEL TONY KOSTOS |
| Adviser Number | 001255996 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2017 |
| Financial Service (AFS) Licence |
Licence# 000240813 MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Licence ABN | 19009145555 |
| Licence Controlled By | MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Appointing Representative Number | 000240813 |
| Appointing Representative ABN | 19009145555 |
| Memberships | FPA - Financial Planning Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Banking & Finance) | Monash University |
| Core 1 Securities & Managed Investments Accredition Program | Stockbrokers Association of Australia |
| Diploma of Financial Planning | Kaplan Professional |
| Self Managed Superannuation Funds | Kaplan Professional |
| Tier 1 Margin Lending | Personal Advice - Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
2018-07-02 - | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2017-07-03 - 2018-05-30 | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Name | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Licence Number | 000240813 |
| Licence ABN | 19009145555 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAN AO | Morgan Stanley Wealth Management Australia Pty Ltd | Ceased | 2018-06-06 |
| HANG (CATHY) DING | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2018-03-26 |
| RYAN LOEHR | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2018-03-21 |
| SCOTT AVERAY | Morgan Stanley Wealth Management Australia Pty Ltd | Ceased | 2018-03-19 |
| CASSANDRA ANNE MACOLINO | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2018-02-08 |
| BIANCA JANE HOGAN | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2017-08-03 |
| ADRIANO PIZZINGRILLI | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2017-05-05 |
| OLIVER EDWARD WARNE | Morgan Stanley Wealth Management Australia Pty Ltd | Current | 2017-05-05 |
| BOQI ZHANG | Morgan Stanley Wealth Management Australia Pty Ltd | Ceased | 2017-02-14 |
| IAN DANIEL LUCAS | Morgan Stanley Wealth Management Australia Pty Ltd | Ceased | 2016-07-11 |
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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.