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Financial Advisers: TERRENCE GORDON POWELL Information

This is the detailed information about TERRENCE GORDON POWELL, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000223085, the year the Financial Adviser first provided advice is 1989 (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: 000223085
Financial Adviser Name: TERRENCE GORDON POWELL
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1989
  1. Financial Adviser Status: Ceased
    Name of the licence holder: ACN 120 414 182 PTY LTD
    Licence Number: 000307651
    Licence ABN: 65120414182
    The date the Financial Adviser commenced the appointment: 2009-10-01
    The date the Financial Adviser ceased the appointment: 2011-11-02
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business - Latrobe University Bendigo ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Australian Institute of Company Directors (AICD) ~ Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
    Licence Number: 000246934
    Licence ABN: 76006637225
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2011-11-02
    The date the Financial Adviser ceased the appointment: 2017-01-31
    Authorised Representative Name: PF PRIVATE WEALTH PTY LTD
    Authorised Representative Number: 000407154
    Rep Appointed ABN: 86151311796
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business - Latrobe University Bendigo ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Australian Institute of Company Directors (AICD) ~ Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Current
    Name of the licence holder: THOMAS PRICE PTY LTD
    Licence Number: 000345963
    Licence ABN: 36142286584
    The date the Financial Adviser commenced the appointment: 2017-02-01
    Authorised Representative Name: THOMAS PRICE PTY LTD
    Authorised Representative Number: 000345963
    Rep Appointed ABN: 36142286584
    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: Bachelor of Business - Latrobe University Bendigo ~ Diploma of Financial Planning - Deakin University/ Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Australian Institute of Company Directors (AICD) ~ 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.