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Financial Advisers: CHRISTOPHER MCLEAN Information

This is the detailed information about CHRISTOPHER MCLEAN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000223020, the year the Financial Adviser first provided advice is 1986 (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: 000223020
Financial Adviser Name: CHRISTOPHER MCLEAN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1986
Adviser Town: Wantirna
Adviser State: VIC
Adviser Postcode: 3152
Adviser Country: Australia
  1. 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: 2011-08-18
    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 Derivatives: 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 Securities: 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: Certified Finanacial Planner - FPA ~ Diploma of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
    Licence Number: 000244252
    Licence ABN: 61094529987
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]
    The date the Financial Adviser commenced the appointment: 2008-09-05
    The date the Financial Adviser ceased the appointment: 2011-08-17
    Authorised Representative Name: CHRISTOPHER MCLEAN
    Authorised Representative Number: 000223020
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certified Finanacial Planner - FPA ~ Diploma of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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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.