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Financial Advisers: ELA MARIA MAGANIC Information

This is the detailed information about ELA MARIA MAGANIC, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000264448, the year the Financial Adviser first provided advice is 2006 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:31.

Financial Adviser Number: 000264448
Financial Adviser Name: ELA MARIA MAGANIC
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2006
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: GUIDEWAY FINANCIAL SERVICES PTY LTD
    Licence Number: 000420367
    Licence ABN: 46156498538
    The date the Financial Adviser commenced the appointment: 2017-01-03
    Authorised Representative Name: GUIDEWAY FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000420367
    Rep Appointed ABN: 46156498538
    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 Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 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 Adviser - FPA ~ Diploma of Financial Planning - Kaplan ~ Ethics + Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics + Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised product list and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
  2. Financial Adviser Status: Ceased
    Name of the licence holder: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
    Licence Number: 000411766
    Licence ABN: 76153168293
    The company(ies) or people who control the licensee's business: Marsh Mercer Holdings (Australia) Pty Ltd ~ MERCER (AUSTRALIA) PTY LTD [Date Ceased: 2016-04-13]
    The date the Financial Adviser commenced the appointment: 2012-01-09
    The date the Financial Adviser ceased the appointment: 2017-01-03
    Authorised Representative Name: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
    Authorised Representative Number: 000411766
    Rep Appointed ABN: 76153168293
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Adviser - FPA ~ Diploma of Financial Planning - Kaplan ~ Ethics + Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics + Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    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: MERCER SUPERANNUATION (AUSTRALIA) LIMITED
    Licence Number: 000235906
    Licence ABN: 79004717533
    The company(ies) or people who control the licensee's business: Marsh Mercer Holdings (Australia) Pty Ltd
    The date the Financial Adviser commenced the appointment: 2004-03-01
    The date the Financial Adviser ceased the appointment: 2011-01-21
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Adviser - FPA ~ Diploma of Financial Planning - Kaplan ~ Ethics + Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics + Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: MERCER SUPERANNUATION (AUSTRALIA) LIMITED
    Licence Number: 000235906
    Licence ABN: 79004717533
    The company(ies) or people who control the licensee's business: Marsh Mercer Holdings (Australia) Pty Ltd
    The date the Financial Adviser commenced the appointment: 2011-02-01
    The date the Financial Adviser ceased the appointment: 2012-01-06
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Financial Adviser - FPA ~ Diploma of Financial Planning - Kaplan ~ Ethics + Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics + Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    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.