Mort Wagner – Financial Adviser

Adviser identifying number: 235792
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1984

Name of the licence holder: ADVICE EVOLUTION PTY LTD
Licence number: 342880
Licensee’s ABN: 66137858023
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/03/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ADVICE EVOLUTION PTY LTD
Authorised Representative identifying number: 342880
Authorised Representative’s ABN: 66137858023

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: Certified Financial Planner – Financial Planning Association

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

Mort Wagner 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
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Risk Products