Anna Agati – Financial Adviser

Adviser identifying number: 1253849
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: OZPLAN FINANCIAL SERVICES PTY LTD
Licence number: 221235
Licensee’s ABN: 35005391202
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OZPLAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 221235
Authorised Representative’s ABN: 35005391202

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:

• SMSF Accountants – Kaplan
• SMSF Specialist Advisor – Kaplan

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• SMSF Association

Anna Agati is authorised to provide advices on following products:

• Superannuation