Amanda Lyn Egan – Financial Adviser

Adviser identifying number: 1249127
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: ESSENTIA FINANCIAL ADVISORY PTY LIMITED
Licence number: 485418
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESSENTIA FINANCIAL ADVISORY PTY LIMITED
Authorised Representative identifying number: 485418
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• CA SMSF Specialist Accreditation Course – Australian School of Business
• Diploma of Financial Planning – Pinnacle Financial Services Academy
• Master of Taxation – University of NSW

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• The Tax Institute

Amanda Lyn Egan is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation