Julius Szigligeti – Financial Adviser

Adviser identifying number: 301234
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: LWM FINANCIAL SERVICES PTY LTD
Licence number: 438603
Licensee’s ABN: 48163329628
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LWM FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 438603
Authorised Representative’s ABN: 48163329628

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:

• Bachelor of Business – Curtin University of Technology
• CFP Professional Program – Financial Planning Association

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Julius Szigligeti is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation