Louise Elaine Agnew

Name
Louise Elaine Agnew
ID
329310
ABN
First Provided Advice
2008

Qualifications

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

  • Advanced Diploma of Financial Services - Pinnacle Financial Services Academy Pty Ltd
  • Diploma of Financial Services - Mentoe
  • Superconcepts & ICFS Specialist SMSF course - The University of Adelaide

Memberships

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

Licencee

Status
Ceased
Licence Holder
Aan Wealth Management Pty Ltd (#517548)
Commenced
May 6, 2022
Ceased
Sept. 23, 2022
Status
Ceased
Licence Holder
Australian Mortgage And Financial Advisers Pty Ltd (#389206)
Commenced
Sept. 19, 2023
Ceased
Sept. 21, 2023
Status
Ceased
Licence Holder
Moneysherpa Pty Ltd (#451289)
Commenced
Jan. 18, 2022
Ceased
March 9, 2022
Status
Ceased
Licence Holder
Nextgen Financial Group Pty Ltd (#240938)
Commenced
Oct. 14, 2022
Ceased
Sept. 18, 2023
Status
Ceased
Licence Holder
Nextgen Financial Group Pty Ltd (#240938)
Commenced
June 25, 2021
Ceased
Jan. 17, 2022
Status
Current
Licence Holder
Australian Mortgage And Financial Advisers Pty ltd (#389206)
Commenced
Sept. 22, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
A.c.n. 140 520 225 Pty Ltd (#345905)
Commenced
Feb. 5, 2016
Ceased
Feb. 23, 2017
Status
Ceased
Licence Holder
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
Aug. 29, 2008
Ceased
Dec. 3, 2012
Status
Ceased
Licence Holder
MY Adviser Pty Ltd (#238307)
Commenced
Jan. 7, 2013
Ceased
Sept. 5, 2014
Status
Ceased
Licence Holder
Myplanner Professional Services Pty Ltd (#425542)
Commenced
Feb. 23, 2017
Ceased
Dec. 19, 2018