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Financial Advisers: RYAN ADAM DEAN Information
This is the detailed information about RYAN ADAM DEAN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000224646, 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.
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Financial Adviser Status: CeasedName of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITEDLicence Number: 000237590Licence ABN: 15089512587The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]The date the Financial Adviser commenced the appointment: 2011-07-27The date the Financial Adviser ceased the appointment: 2016-09-30Authorised Representative Name: FINANCIAL SERVICES PARTNERS PTY LIMITEDAuthorised Representative Number: 000237590Rep Appointed ABN: 15089512587Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Investment Planning - FPA ~ Diploma of Business Management - Swinburne ~ Risk management - Integratec ~ Superannuation and Retirement Planning - Integratec ~ Taxation Planning - FPAProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)Provides details on areas the Financial Adviser is restricted from giving advice on: Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CeasedName of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTDLicence Number: 000243313Licence ABN: 33007207650The date the Financial Adviser commenced the appointment: 2016-10-03The date the Financial Adviser ceased the appointment: 2020-02-17Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTDAuthorised Representative Number: 000243313Rep Appointed ABN: 33007207650Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Investment Planning - FPA ~ Diploma of Business Management - Swinburne ~ Risk management - Integratec ~ Superannuation and Retirement Planning - Integratec ~ Taxation Planning - FPAProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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Financial Adviser Status: CeasedName of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTDLicence Number: 000230323Licence ABN: 65006373995The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTDThe date the Financial Adviser commenced the appointment: 2007-06-28The date the Financial Adviser ceased the appointment: 2011-07-26Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Investment Planning - FPA ~ Diploma of Business Management - Swinburne ~ Risk management - Integratec ~ Superannuation and Retirement Planning - Integratec ~ Taxation Planning - FPAProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: BOMBORA ADVICE PTY LTDLicence Number: 000439065Licence ABN: 40156250565The date the Financial Adviser commenced the appointment: 2020-02-18Authorised Representative Name: BOMBORA ADVICE PTY LTDAuthorised Representative Number: 000439065Rep Appointed ABN: 40156250565Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 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: Advanced Investment Planning - FPA ~ Diploma of Business Management - Swinburne ~ Risk management - Integratec ~ Superannuation and Retirement Planning - Integratec ~ Taxation Planning - FPAProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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.
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