Michael Egan – Financial Adviser

Adviser identifying number: 1004510
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1984

Name of the licence holder: CRESTONE WEALTH MANAGEMENT LIMITED
Licence number: 231127
Licensee’s ABN: 50005311937
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]

The date the Financial Adviser commenced the appointment: 01/03/2010
The date the Financial Adviser ceased the appointment: 01/06/2010
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

ADA Level 1 & 2 – ASX
ADA Level 1 & 2 – ASX
Bachelor of Economics – University of Sydney
Bachelor of Economics – University of Sydney
Chartered Accountant – Institute of Chartered Accountants in Australia
Chartered Accountant – Institute of Chartered Accountants in Australia
Diploma of Financial Planning – Deakin University
Diploma of Financial Planning – Deakin University
Series 7 – US Securities and Exchange Commission
Series 7 – US Securities and Exchange Commission

Relevant memberships of professional bodies or industry associations:

Chartered Accountants Australia and New Zealand (CA)
Chartered Accountants Australia and New Zealand (CA)

Michael Egan is authorised to provide advices on following products:

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