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Financial Advisers: TERENCE BRIAN O'BRIEN Information

This is the detailed information about TERENCE BRIAN O'BRIEN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000225061, 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: 000225061
Financial Adviser Name: TERENCE BRIAN O'BRIEN
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: MCA FINANCIAL PLANNERS PTY. LTD.
    Licence Number: 000223610
    Licence ABN: 42101736305
    The date the Financial Adviser commenced the appointment: 2015-03-24
    Authorised Representative Name: MCA FINANCIAL PLANNERS PTY. LTD.
    Authorised Representative Number: 000223610
    Rep Appointed ABN: 42101736305
    Fin Deposit and Payment Products/Non-basic Deposit Products: 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 Economics - Monash University ~ Certificate of Superannuation Management - ASFA

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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.