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Financial Advisers: JULIAN LEON MILLMAN Information

This is the detailed information about JULIAN LEON MILLMAN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000223515, the year the Financial Adviser first provided advice is 2002 (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: 000223515
Financial Adviser Name: JULIAN LEON MILLMAN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2002
Adviser Town: Abbotsford
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FIRST MUTUAL AUSTRALIA PTY LTD
    Licence Number: 000423710
    Licence ABN: 42154012085
    The company(ies) or people who control the licensee's business: DOMINION INVESTMENT HOLDING PTY LTD ~ ALLITON HOLDINGS PTY LTD [Date Ceased: 2020-02-27]
    The date the Financial Adviser commenced the appointment: 2017-03-18
    Authorised Representative Name: FIRST MUTUAL AUSTRALIA PTY LTD
    Authorised Representative Number: 000423710
    Rep Appointed ABN: 42154012085
    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 Securities: 1
    Fin Superannuation: 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 (Financial Planning) - RMIT University ~ Certificate in Financial Markets - Securities Institute
  2. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN PLANNING SERVICES PTY LTD
    Licence Number: 000225982
    Licence ABN: 55010521810
    The company(ies) or people who control the licensee's business: HEINE BROTHERS PTY LTD [Date Ceased: 2019-06-19] ~ Michael Max HEINE [Date Ceased: 2019-06-19] ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 2017-11-09]
    The date the Financial Adviser commenced the appointment: 2009-07-01
    The date the Financial Adviser ceased the appointment: 2010-10-31
    Authorised Representative Name: NEXT LEVEL FINANCIAL SECURITY PTY LTD
    Authorised Representative Number: 000382078
    Rep Appointed ABN: 44145150769
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Financial Planning) - RMIT University ~ Certificate in Financial Markets - Securities Institute
  3. Financial Adviser Status: Ceased
    Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
    Licence Number: 000286786
    Licence ABN: 30113531034
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2010-09-07
    The date the Financial Adviser ceased the appointment: 2017-03-17
    Authorised Representative Name: SENTRY FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000286786
    Rep Appointed ABN: 30113531034
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Financial Planning) - RMIT University ~ Certificate in Financial Markets - Securities Institute
    Provides details on areas the Financial Adviser is restricted from giving advice on: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

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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.