LOUIS WEINGARTEN


Licensee: MW PLANNING PTY LTD

LOUIS WEINGARTEN (Adviser# 000260224) 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, 2007.

Adviser Overview

Register Name Financial Advisers
Adviser Name LOUIS WEINGARTEN
Adviser Number 000260224
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1991
Financial Service (AFS) Licence Licence# 000312489
MW PLANNING PTY LTD
Licence ABN 18117913550
Adviser Start Date 2007-10-01
Appointing Representative Name MW PLANNING PTY LTD
Appointing Representative Number 000312489
Appointing Representative ABN 18117913550

Authorisations to provide financial product advice

  • LOUIS WEINGARTEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Chisolm Institute of Technology
Entry Level Competencies for Financial Services Professionals Integratec
Risk Management for Financial Services Professionals Integratec
Superannuation & Retirement Planning Integratec

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000312489 MW PLANNING PTY LTD 2007-10-01 - MW PLANNING PTY LTD

Licensee Information

Licence Name MW PLANNING PTY LTD
Licence Number 000312489
Licence ABN 18117913550

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL TOSIN Mw Planning Pty Ltd Current 2017-09-25
NICHOLAS MAIKOUSIS Mw Planning Pty Ltd Current 2017-08-04
FERGUS JONES Mw Planning Pty Ltd Current 2010-01-20
DANIEL WILLIAM O'CONNELL Mw Planning Pty Ltd Current 2009-09-02

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PAUL TOSIN Mw Planning Pty Ltd Current 2017-09-25
NICHOLAS MAIKOUSIS Mw Planning Pty Ltd Current 2017-08-04
FERGUS JONES Mw Planning Pty Ltd Current 2010-01-20
DANIEL WILLIAM O'CONNELL Mw Planning Pty Ltd Current 2009-09-02

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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.