You are here

Home » Financial Adviser

Financial Advisers: BRENTON JONES Information

This is the detailed information about BRENTON JONES, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000224479, the year the Financial Adviser first provided advice is 2008 (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: 000224479
Financial Adviser Name: BRENTON JONES
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2008
Adviser Town: Osborne Park
Adviser State: WA
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: SENTRY FINANCIAL PLANNING PTY LTD
    Licence Number: 000247105
    Licence ABN: 74099029526
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD [Date Ceased: 2020-06-29]
    The date the Financial Adviser commenced the appointment: 2008-05-27
    The date the Financial Adviser ceased the appointment: 2018-06-30
    Authorised Representative Name: SENTRY FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000247105
    Rep Appointed ABN: 74099029526
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - RG146 Training Australia Pty Ltd
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ 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: SENTRY ADVICE PTY LTD
    Licence Number: 000227748
    Licence ABN: 77103642888
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2018-07-01
    Authorised Representative Name: FUTURE WEALTH PLANNERS PTY LTD
    Authorised Representative Number: 000325961
    Rep Appointed ABN: 86114139276
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    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/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - AAMC Training Group ~ Diploma of Financial Services (Financial Planning) - RG146 Training Australia Pty Ltd
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

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.