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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
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: FIRST MUTUAL AUSTRALIA PTY LTDLicence Number: 000423710Licence ABN: 42154012085The 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: 2017-03-18Authorised Representative Name: FIRST MUTUAL AUSTRALIA PTY LTDAuthorised Representative Number: 000423710Rep Appointed ABN: 42154012085Fin Deposit and Payment Products/Non-basic Deposit Products: 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/Non-Standard Margin Lending Facility: 0Provides 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
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Financial Adviser Status: CeasedName of the licence holder: AUSTRALIAN PLANNING SERVICES PTY LTDLicence Number: 000225982Licence ABN: 55010521810The 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: 2009-07-01The date the Financial Adviser ceased the appointment: 2010-10-31Authorised Representative Name: NEXT LEVEL FINANCIAL SECURITY PTY LTDAuthorised Representative Number: 000382078Rep Appointed ABN: 44145150769Provides 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
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Financial Adviser Status: CeasedName of the licence holder: SENTRY FINANCIAL SERVICES PTY LTDLicence Number: 000286786Licence ABN: 30113531034The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTDThe date the Financial Adviser commenced the appointment: 2010-09-07The date the Financial Adviser ceased the appointment: 2017-03-17Authorised Representative Name: SENTRY FINANCIAL SERVICES PTY LTDAuthorised Representative Number: 000286786Rep Appointed ABN: 30113531034Provides 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 InstituteProvides details on areas the Financial Adviser is restricted from giving advice on: Superannuation Authorisation excludes Self Managed Superannuation Funds advice
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.