You are here

Home » Financial Adviser

Financial Advisers: MICHAEL ADAIR Information

This is the detailed information about MICHAEL ADAIR, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000224476, the year the Financial Adviser first provided advice is 2000 (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: 000224476
Financial Adviser Name: MICHAEL ADAIR
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2000
Adviser Town: OSBORNE PARK
Adviser State: WA
Adviser Postcode: 6163
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: GODFREY PEMBROKE LIMITED
    Licence Number: 000230690
    Licence ABN: 23002336254
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2013-01-30
    The date the Financial Adviser ceased the appointment: 2014-12-15
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending - MLC Advice Education ~ Securities - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: ALLIANCE WEALTH PTY LTD
    Licence Number: 000449221
    Licence ABN: 93161647007
    The company(ies) or people who control the licensee's business: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 2018-02-21]
    The date the Financial Adviser commenced the appointment: 2014-12-17
    Authorised Representative Name: PERTH FINANCE CENTRE FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000469971
    Rep Appointed ABN: 19602846417
    Fin Government Debentures, Stocks or Bonds: 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: Bachelor of Commerce - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending - MLC Advice Education ~ Securities - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: PROVIDENCE FINANCIAL SERVICES PTY LTD
    Licence Number: 000222009
    Licence ABN: 73088824337
    The date the Financial Adviser commenced the appointment: 2002-11-01
    The date the Financial Adviser ceased the appointment: 2003-05-15
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending - MLC Advice Education ~ Securities - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: ADDWEALTH FINANCIAL SERVICES PTY LTD
    Licence Number: 000222755
    Licence ABN: 56078480118
    The date the Financial Adviser commenced the appointment: 2003-03-11
    The date the Financial Adviser ceased the appointment: 2012-12-18
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Curtin University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Margin Lending - MLC Advice Education ~ Securities - Securities Institute ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



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.