ADAM BEN LOMSARGIS (Adviser# 000457927) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is May 13, 2013.
| Register Name | Financial Advisers |
| Adviser Name | ADAM BEN LOMSARGIS |
| Adviser Number | 000457927 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser ABN | 64816182033 |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000232706 AMP FINANCIAL PLANNING PTY LIMITED |
| Licence ABN | 89051208327 |
| Licence Controlled By |
AMP ADVICE HOLDINGS PTY LTD AMP LIMITED [Date Ceased: 27/02/2016] |
| Adviser Start Date | 2013-05-13 |
| Adviser End Date | 2014-05-09 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services | Securities Institute |
| Industry Standard Education | RG146 specialist knowledge - Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000425542 |
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Further restrictions: Advice on superannuation excludes self managed superannuation funds. |
2018-04-23 - | MYPLANNER PROFESSIONAL SERVICES 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. |
2014-05-15 - 2018-04-13 | AMP FINANCIAL PLANNING PTY LIMITED |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2013-05-13 - 2014-05-09 | |
| 000288877 | PEARCE, CALLAHAN & ASSOCIATES PTY. LTD. | 2011-06-15 - 2013-05-10 |
| Licence Name | AMP FINANCIAL PLANNING PTY LIMITED |
| Licence Number | 000232706 |
| Licence ABN | 89051208327 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LESLEY ANN HUBCZENKO | Amp Financial Planning Pty Limited | Current | 2018-03-21 |
| ALAN LITTLEY | Amp Financial Planning Pty Limited | Ceased | 2016-04-19 |
| GEORGINA JOY LUKE | Amp Financial Planning Pty Limited | Current | 2016-11-02 |
| KELLY ANN ROCHE | Amp Financial Planning Pty Limited | Current | 2013-11-21 |
| ANDREW FOSTER POWELL | Amp Financial Planning Pty Limited | Current | 2011-02-01 |
| GARRY ROSS HARRADENCE | Amp Financial Planning Pty Limited | Ceased | 2014-12-09 |
| GEORGE SUCHENKO | Amp Financial Planning Pty Limited | Current | 2018-03-19 |
| TIMOTHY OVERINGTON | Amp Financial Planning Pty Limited | Current | 2011-08-03 |
| PETER HAYLOCK | Amp Financial Planning Pty Limited | Current | 2017-07-03 |
| RUSSELL ALAN HILLARD | Amp Financial Planning Pty Limited | Ceased | 2014-06-19 |
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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.