MAHMOUD MOUSTAFA

Licensee: INTERPRAC FINANCIAL PLANNING PTY LTD

MAHMOUD MOUSTAFA (Adviser# 000333436) 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 26, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name MAHMOUD MOUSTAFA
Adviser Number 000333436
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 73931124022
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000246638
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence ABN 14076093680
Licence Controlled By INTERPRAC LTD.
INTERPRAC PTY LTD [Date Ceased: 15/12/2017]
SEQUOIA FINANCIAL GROUP LTD
Adviser Start Date 2017-10-26
Appointing Representative Name INTERPRAC FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000246638
Appointing Representative ABN 14076093680

Authorisations to provide financial product advice

  • MAHMOUD MOUSTAFA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services (Financial Planning) Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2017-10-26 - INTERPRAC FINANCIAL PLANNING 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.
2011-12-16 - 2017-10-25 AMP FINANCIAL PLANNING PTY LIMITED
000230689 APOGEE FINANCIAL PLANNING LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2009-01-13 - 2011-12-14

Licensee Information

Licence Name INTERPRAC FINANCIAL PLANNING PTY LTD
Licence Number 000246638
Licence ABN 14076093680

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
TREANNA MARLENE MICHLIK Interprac Financial Planning Pty Ltd Current 2018-08-31
SHANE MICHAEL NEAVES Interprac Financial Planning Pty Ltd Current 2018-08-30
SARAH JANE HART Interprac Financial Planning Pty Ltd Current 2018-08-27
ALLISA POPE Interprac Financial Planning Pty Ltd Current 2018-08-27
PREETI MALINI SHARMA Interprac Financial Planning Pty Ltd Current 2018-08-27
KEN READ Interprac Financial Planning Pty Ltd Current 2018-08-24
BRODIE READ Interprac Financial Planning Pty Ltd Current 2018-08-24
PATRICK VALENTINE HENNESSY Interprac Financial Planning Pty Ltd Current 2018-08-23
PAUL LIONEL QUIEROS Interprac Financial Planning Pty Ltd Current 2018-08-18
GEOFFREY ALEXANDER ROGERS Interprac Financial Planning Pty Ltd Current 2018-08-15

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.