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Financial Advisers: STEFAN MARK DOONEY Information

This is the detailed information about STEFAN MARK DOONEY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000225030, the year the Financial Adviser first provided advice is 2002 (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: 000225030
Financial Adviser Name: STEFAN MARK DOONEY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2002
  1. Financial Adviser Status: Current
    Name of the licence holder: WHOST PTY LTD
    Licence Number: 000477145
    The date the Financial Adviser commenced the appointment: 2015-08-05
    Authorised Representative Name: WHOST PTY LTD
    Authorised Representative Number: 000477145
    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 Managed Investment Schemes/MDA Services: 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 Business (Banking and Finance) - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Licence Number: 000243313
    Licence ABN: 33007207650
    The date the Financial Adviser commenced the appointment: 2010-09-24
    The date the Financial Adviser ceased the appointment: 2011-08-31
    Authorised Representative Name: STEFAN MARK DOONEY
    Authorised Representative Number: 000225030
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - 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: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Licence Number: 000243313
    Licence ABN: 33007207650
    The date the Financial Adviser commenced the appointment: 2013-09-03
    The date the Financial Adviser ceased the appointment: 2015-08-05
    Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Authorised Representative Number: 000243313
    Rep Appointed ABN: 33007207650
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - 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: PARAGEM PTY LIMITED
    Licence Number: 000297276
    Licence ABN: 16108571875
    The company(ies) or people who control the licensee's business: HUB24 LIMITED
    The date the Financial Adviser commenced the appointment: 2011-09-01
    The date the Financial Adviser ceased the appointment: 2013-08-27
    Authorised Representative Name: STEFAN MARK DOONEY
    Authorised Representative Number: 000225030
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Banking and Finance) - Queensland University of Technology ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan
    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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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.