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Financial Advisers: DARRON MARK REID Information

This is the detailed information about DARRON MARK REID, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000224828, 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: 000224828
Financial Adviser Name: DARRON MARK REID
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2000
Adviser Town: Mitcham
Adviser State: SA
Adviser Country: Australia
Adviser Town: Adelaide
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
    Licence Number: 000240687
    Licence ABN: 48009189495
    The company(ies) or people who control the licensee's business: WESTPAC BANKING CORPORATION
    The date the Financial Adviser commenced the appointment: 2010-03-20
    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: Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Planning - International Institute of Technology - IIT ~ Principles in Self Managed Superannuation - International Institute of Technology - IIT ~ Self Managed Super Funds - Financial Essentials
    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: REID WEALTH MANAGEMENT PTY LTD
    Licence Number: 000520048
    The date the Financial Adviser commenced the appointment: 2020-02-05
    Authorised Representative Name: REID WEALTH MANAGEMENT PTY LTD
    Authorised Representative Number: 000520048
    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: Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Planning - International Institute of Technology - IIT ~ Principles in Self Managed Superannuation - International Institute of Technology - IIT ~ Self Managed Super Funds - Financial Essentials
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: FINANCIAL WISDOM LIMITED
    Licence Number: 000231138
    Licence ABN: 70006646108
    The company(ies) or people who control the licensee's business: COMMONWEALTH BANK OF AUSTRALIA
    The date the Financial Adviser commenced the appointment: 2012-12-19
    The date the Financial Adviser ceased the appointment: 2020-01-06
    Authorised Representative Name: FINANCIAL WISDOM LIMITED
    Authorised Representative Number: 000231138
    Rep Appointed ABN: 70006646108
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - Financial Planning Association of Australia ~ Diploma of Financial Planning - International Institute of Technology - IIT ~ Principles in Self Managed Superannuation - International Institute of Technology - IIT ~ Self Managed Super Funds - Financial Essentials
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Not authorised to provide personal advice on Standard Margin Lending.

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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.