TANIA MAGON (Adviser# 001241393) 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 6, 2017.
| Register Name | Financial Advisers |
| Adviser Name | TANIA MAGON |
| Adviser Number | 001241393 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000254544 GPS WEALTH LTD |
| Licence ABN | 17005482726 |
| Licence Controlled By | EASTON INVESTMENTS LIMITED |
| Adviser Start Date | 2017-09-06 |
| Appointing Representative Name | MAVEN ADVISORS PTY LTD |
| Appointing Representative Number | 001241391 |
| Appointing Representative ABN | 11609598638 |
| Memberships |
Institute of Public Accountants (IPA) National Tax & Accountants' Association (NTAA) SMSF Association |
| Further Restrictions | Limited to Self - Managed Super Funds |
|
| Qualification / Degree | Institute / School |
|---|---|
| Graduate Certificate in Professional Accounting | University of New England |
| Managed Investment Adviser (Personal Advice) | Mentor Education |
| Master of Commerce (Professional Accounting) | University of New England |
| Professional Certificate in Self-Managed Super Funds | The University of Adelaide |
| SMSF Specialist Advisor Accreditation | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000254544 |
GPS WEALTH LTD
Licence controlled by: EASTON INVESTMENTS LIMITED Further restrictions: Limited to Self - Managed Super Funds |
2017-09-06 - | MAVEN ADVISORS PTY LTD |
| 000223135 |
CAPSTONE FINANCIAL PLANNING PTY LTD
Further restrictions: Is only authorised to: provide financial product advice on self managed superannuation funds; arrange to deal in an interest in a self managed superannuation fund; provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: -making a recommendation that the person establish a self managed superannuation fund; or -providing advice to the person on contributions or pensions under a superannuation product; provide class of product advice on the following: -superannuation products; and -basic deposit products. |
2016-04-29 - 2017-09-06 | MAVEN ADVISORS PTY LTD |
| Licence Name | GPS WEALTH LTD |
| Licence Number | 000254544 |
| Licence ABN | 17005482726 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LESLEY ANNE CROSS | Gps Wealth Ltd | Current | 2018-08-27 |
| PRISCILLA HARRIET STRELOW | Gps Wealth Ltd | Current | 2018-08-27 |
| KIM MOONEY | Gps Wealth Ltd | Current | 2018-08-13 |
| GAMBHIR WATTS | Gps Wealth Ltd | Current | 2018-08-13 |
| CLAIRE MARTIN | Gps Wealth Ltd | Current | 2018-08-10 |
| LEIGH VICTOR VELLA | Gps Wealth Ltd | Current | 2018-07-26 |
| JOHN PAUL EDWARDS | Gps Wealth Ltd | Current | 2018-07-26 |
| ANDREW JAMES HAYNES | Gps Wealth Ltd | Current | 2018-07-12 |
| MARK NOEL WORRALL | Gps Wealth Ltd | Current | 2018-07-10 |
| ALEXANDAR BOZINOVSKI | Gps Wealth Ltd | Current | 2018-07-02 |
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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.