Louis Weingarten – Financial Adviser

Adviser identifying number: 260224
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: MW PLANNING PTY LTD
Licence number: 312489
Licensee’s ABN: 18117913550
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/10/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MW PLANNING PTY LTD
Authorised Representative identifying number: 312489
Authorised Representative’s ABN: 18117913550

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 – Chisolm Institute of Technology
• Entry Level Competencies for Financial Services Professionals – Integratec
• Risk Management for Financial Services Professionals – Integratec
• Superannuation & Retirement Planning – Integratec

Relevant memberships of professional bodies or industry associations:

Louis Weingarten is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Superannuation