Adam Ben Lomsargis

Name
Adam Ben Lomsargis
ID
457927
ABN
64816182033
First Provided Advice
2005

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Avana Financial Solutions Pty Ltd (#516325)
Commenced
Oct. 3, 2022
Ceased
June 30, 2024
Status
Ceased
Licence Holder
Avana Financial Solutions Pty Ltd (#516325)
Commenced
June 11, 2020
Ceased
Dec. 31, 2021
Status
Ceased
Licence Holder
Myplanner Professional Services Pty Ltd (#425542)
Commenced
April 23, 2018
Ceased
June 5, 2020
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
May 13, 2013
Ceased
May 9, 2014
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
May 15, 2014
Ceased
April 13, 2018
Status
Ceased
Licence Holder
Pearce, Callahan & Associates Pty. Ltd. (#288877)
Commenced
June 15, 2011
Ceased
May 10, 2013