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Financial Advisers: LOUISE MAREE LAKOMY Information

This is the detailed information about LOUISE MAREE LAKOMY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000224391, the year the Financial Adviser first provided advice is 2000 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:09.

Financial Adviser Number: 000224391
Financial Adviser Name: LOUISE MAREE LAKOMY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2000
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: EXCHANGEIQ ADVISORY GROUP PTY LIMITED
    Licence Number: 000255016
    Licence ABN: 86003990627
    The date the Financial Adviser commenced the appointment: 2006-08-24
    The date the Financial Adviser ceased the appointment: 2012-11-25
    Authorised Representative Name: LOUISE MAREE LAKOMY
    Authorised Representative Number: 000224391
    Rep Appointed ABN: 35203724880
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Deakin University ~ Ethics & Professionalism - Griffith University ~ Graduate Diploma in Financial Planning - University of Southern Queensland ~ Life Risk Specialist - Financial Planning Association ~ Master of Business Administration - University of Technology
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism - Bridging Course - Ethics - Griffith University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: CRYSTAL WEALTH PARTNERS LTD
    Licence Number: 000412226
    Licence ABN: 78151929823
    The company(ies) or people who control the licensee's business: CRYSTAL WEALTH PARTNERS LTD
    The date the Financial Adviser commenced the appointment: 2014-08-11
    Authorised Representative Name: CRYSTAL WEALTH PARTNERS LTD
    Authorised Representative Number: 000412226
    Rep Appointed ABN: 78151929823
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Deakin University ~ Ethics & Professionalism - Griffith University ~ Graduate Diploma in Financial Planning - University of Southern Queensland ~ Life Risk Specialist - Financial Planning Association ~ Master of Business Administration - University of Technology
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism - Bridging Course - Ethics - Griffith University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: WESTPAC PRIVATE EQUITY PTY LIMITED
    Licence Number: 000238058
    Licence ABN: 24071205715
    The date the Financial Adviser commenced the appointment: 2012-11-26
    The date the Financial Adviser ceased the appointment: 2014-08-08
    Authorised Representative Name: LOUISE MAREE LAKOMY
    Authorised Representative Number: 000224391
    Rep Appointed ABN: 35203724880
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Planner - Deakin University ~ Ethics & Professionalism - Griffith University ~ Graduate Diploma in Financial Planning - University of Southern Queensland ~ Life Risk Specialist - Financial Planning Association ~ Master of Business Administration - University of Technology
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics & Professionalism - Bridging Course - Ethics - Griffith University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.