Roy Philip Agranat
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260009
- Location
- Sydney NSW 2000
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 14 October 2022
- First provided advice
- 1983
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning) (FNB60402), Integratec (2004)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Roy Philip Agranat
Roy Philip Agranat is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000260009.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 14 October 2022.
The register records 1983 as the year Roy first provided financial advice. The qualifications listed for Roy include Advanced Diploma of Financial Services (Financial Planning) (FNB60402) (Integratec, 2004).
Roy is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Roy Philip Agranat a registered financial adviser?
Yes. Roy Philip Agranat is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260009.
Which licensee does Roy Philip Agranat work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Roy Philip Agranat give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."