Louise Maree Lakomy – Financial Adviser

Adviser identifying number: 224391
Status: Current
Adviser’s ABN: 35203724880
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: CRYSTAL WEALTH PARTNERS LTD
Licence number: 412226
Licensee’s ABN: 78151929823
Licence controlled by: CRYSTAL WEALTH PARTNERS LTD

The date the Financial Adviser commenced the appointment: 11/08/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRYSTAL WEALTH PARTNERS LTD
Authorised Representative identifying number: 412226
Authorised Representative’s ABN: 78151929823

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

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certified Financial Planner – Deakin University
  • Graduate Diploma in Financial Planning – University of Southern Queensland
  • Life Risk Specialist – Financial Planning Association
  • Master of Business Administration – University of Technology

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

Louise Maree Lakomy 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, excluding IDPS
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
  • FHSA Issued non ADI