ANGUS TAYLOR


Licensee: LIFE PLAN FP PTY LTD

ANGUS TAYLOR (Adviser# 001246916) 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 May 4, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANGUS TAYLOR
Adviser Number 001246916
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000449658
LIFE PLAN FP PTY LTD
Licence ABN 49113803786
Adviser Start Date 2018-05-04
Appointing Representative Name LIFE PLAN FP PTY LTD
Appointing Representative Number 000449658
Appointing Representative ABN 49113803786
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • ANGUS TAYLOR
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan Professional
Bachelor of Business Management University of Queensland
Diploma of Financial Planning Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000449658 LIFE PLAN FP PTY LTD 2018-05-04 - LIFE PLAN FP PTY LTD
000344762 SENTINEL PRIVATE WEALTH PTY LTD 2017-04-06 - 2018-04-05 SENTINEL PRIVATE WEALTH PTY LTD
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
Further restrictions: Self Managed Superannuation Funds
2016-08-24 - 2017-03-31 WESTPAC BANKING CORPORATION

Licensee Information

Licence Name LIFE PLAN FP PTY LTD
Licence Number 000449658
Licence ABN 49113803786

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
THEODORE GODFREY Life Plan Fp Pty Ltd Current 2018-08-30
XIAOLI LI Life Plan Fp Pty Ltd Current 2018-08-15
KHAIR UL ALAM Life Plan Fp Pty Ltd Current 2018-07-17
CRAIG ANDREW MULDOON Life Plan Fp Pty Ltd Current 2018-07-06
MOSTAFA EZAME Life Plan Fp Pty Ltd Current 2018-07-06
BILAL IBRAHIM Life Plan Fp Pty Ltd Current 2018-07-06
GEORGE HAIDAMOUS Life Plan Fp Pty Ltd Current 2018-07-04
AMIT AGGARWAL Life Plan Fp Pty Ltd Current 2018-07-04
GEORGE FOKAS Life Plan Fp Pty Ltd Current 2018-05-04
SHAMSHER SINGH Life Plan Fp Pty Ltd Current 2018-04-27

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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.