You are here

Home » Financial Adviser

Financial Advisers: ALLAN ABRAHAMS Information

This is the detailed information about ALLAN ABRAHAMS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000223006, the year the Financial Adviser first provided advice is 1990 (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: 000223006
Financial Adviser Name: ALLAN ABRAHAMS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1990
Adviser Town: COLLAROY
Adviser State: NSW
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: TVISION PTY LTD
    Licence Number: 000246545
    Licence ABN: 58003636968
    The date the Financial Adviser commenced the appointment: 2009-05-19
    The date the Financial Adviser ceased the appointment: 2010-09-30
    Authorised Representative Name: ALLAN ABRAHAMS
    Authorised Representative Number: 000223006
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: ADVOCATE ADVISORY PTY. LTD.
    Licence Number: 000405576
    Licence ABN: 14150153503
    The date the Financial Adviser commenced the appointment: 2011-09-01
    Authorised Representative Name: ADVOCATE ADVISORY PTY. LTD.
    Authorised Representative Number: 000405576
    Rep Appointed ABN: 14150153503
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: TOTAL FINANCIAL SOLUTIONS AUSTRALIA LIMITED
    Licence Number: 000224954
    Licence ABN: 94003771579
    The date the Financial Adviser commenced the appointment: 2010-10-01
    The date the Financial Adviser ceased the appointment: 2011-08-31
    Authorised Representative Name: ALLAN ABRAHAMS
    Authorised Representative Number: 000223006
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)



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.