MICHAEL TONY KOSTOS


Licensee: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • MICHAEL TONY KOSTOS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence Number 000240813
Licence ABN 19009145555

Financial advisers with the same licensee

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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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.