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Financial Advisers: SIMON MENLOVE Information

This is the detailed information about SIMON MENLOVE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000225587, the year the Financial Adviser first provided advice is 2015 (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: 000225587
Financial Adviser Name: SIMON MENLOVE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2015
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
Adviser Town: Sydney
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
    Licence Number: 000246638
    Licence ABN: 14076093680
    The company(ies) or people who control the licensee's business: INTERPRAC LTD. ~ SEQUOIA FINANCIAL GROUP LTD ~ DOCSCENTRE PTY LTD [Date Ceased: 2017-12-15]
    The date the Financial Adviser commenced the appointment: 2020-03-27
    Authorised Representative Name: NEW MOON TRADING PTY LTD
    Authorised Representative Number: 001281151
    Rep Appointed ABN: 48152925178
    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/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: Diploma of Financial Planning - Australis College ~ TASA and the TPB Code of Professional Conduct - Kaplan
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
    Licence Number: 000323825
    Licence ABN: 93128650037
    The date the Financial Adviser commenced the appointment: 2015-01-05
    The date the Financial Adviser ceased the appointment: 2020-03-26
    Authorised Representative Name: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
    Authorised Representative Number: 000323825
    Rep Appointed ABN: 93128650037
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - Australis College ~ TASA and the TPB Code of Professional Conduct - Kaplan

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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.