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Financial Advisers: JEFFREY THOMAS PARKIN Information
This is the detailed information about JEFFREY THOMAS PARKIN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000222887, the year the Financial Adviser first provided advice is 2000 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:09.
Financial Adviser Number: 000222887
Financial Adviser Name: JEFFREY THOMAS PARKIN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2000
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: SENTRY ADVICE PTY LTDLicence Number: 000227748Licence ABN: 77103642888The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTDThe date the Financial Adviser commenced the appointment: 2020-08-01Authorised Representative Name: SECURE GROWTH FINANCIAL SERVICES PTY. LTD.Authorised Representative Number: 001244985Rep Appointed ABN: 81610242389Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Government Debentures, Stocks or Bonds: 1Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 1Fin Retirement Savings Account Products: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Standard Margin Lending Facility: 1Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV in Finance & Mortgage Broking - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - KaplanProvides details on the qualifications the adviser has completed that are FASEA approved: 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CeasedName of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTDLicence Number: 000326450Licence ABN: 59130288578The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTDThe date the Financial Adviser commenced the appointment: 2015-03-01The date the Financial Adviser ceased the appointment: 2020-07-31Authorised Representative Name: WEALTHSURE FINANCIAL SERVICES PTY LTDAuthorised Representative Number: 000326450Rep Appointed ABN: 59130288578Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV in Finance & Mortgage Broking - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - KaplanProvides details on the qualifications the adviser has completed that are FASEA approved: 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
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Financial Adviser Status: CeasedName of the licence holder: WEALTHSURE PTY LTDLicence Number: 000238030Licence ABN: 93097405108The date the Financial Adviser commenced the appointment: 2004-10-13The date the Financial Adviser ceased the appointment: 2015-02-28Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV in Finance & Mortgage Broking - Kaplan ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending & Geared Investments - Kaplan ~ Self Managed Superannuation Funds - KaplanProvides details on the qualifications the adviser has completed that are FASEA approved: 2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
Data Dictionary
The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.