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Financial Advisers: REUBEN YECHIEL ZELWER Information
This is the detailed information about REUBEN YECHIEL ZELWER, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000223804, the year the Financial Adviser first provided advice is 2001 (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: 000223804
Financial Adviser Name: REUBEN YECHIEL ZELWER
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2001
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Financial Adviser Status: CeasedName of the licence holder: PLANNING PARTNERS PTY. LTD.Licence Number: 000222835Licence ABN: 64090069239The date the Financial Adviser commenced the appointment: 2002-09-27The date the Financial Adviser ceased the appointment: 2011-07-01Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Accounting - Monash University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma in Financial Planning - Securities Institute of Australasia (FINSIA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Specialist Adviser - SMSF AssociationsProvides details on the qualifications the adviser has completed that are FASEA approved: 2000 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australasia (FINSIA)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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Financial Adviser Status: CeasedName of the licence holder: CHPW FINANCIAL PTY LTDLicence Number: 000280201Licence ABN: 78110598368The date the Financial Adviser commenced the appointment: 2011-07-01The date the Financial Adviser ceased the appointment: 2014-04-01Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Accounting - Monash University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma in Financial Planning - Securities Institute of Australasia (FINSIA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Specialist Adviser - SMSF AssociationsProvides details on the qualifications the adviser has completed that are FASEA approved: 2000 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australasia (FINSIA)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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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: PARAGEM PTY LIMITEDLicence Number: 000297276Licence ABN: 16108571875The company(ies) or people who control the licensee's business: HUB24 LIMITEDThe date the Financial Adviser commenced the appointment: 2014-04-01Authorised Representative Name: PARAGEM PTY LIMITEDAuthorised Representative Number: 000297276Rep Appointed ABN: 16108571875Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Government Debentures, Stocks or Bonds: 1Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 1Fin Managed Investment Schemes/MDA Services: 1Fin Retirement Savings Account Products: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Standard Margin Lending Facility: 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 Accounting - Monash University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma in Financial Planning - Securities Institute of Australasia (FINSIA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ SMSF Specialist Adviser - SMSF AssociationsProvides details on the qualifications the adviser has completed that are FASEA approved: 2000 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australasia (FINSIA)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.