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Financial Advisers: BRADLEY WILLIAM GORDON Information

This is the detailed information about BRADLEY WILLIAM GORDON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000225643, the year the Financial Adviser first provided advice is 1987 (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: 000225643
Financial Adviser Name: BRADLEY WILLIAM GORDON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1987
Adviser Town: Perth
Adviser State: WA
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: EUROZ HARTLEYS LIMITED
    Licence Number: 000230052
    Licence ABN: 33104195057
    The company(ies) or people who control the licensee's business: EUROZ LIMITED
    The date the Financial Adviser commenced the appointment: 1994-01-01
    The date the Financial Adviser ceased the appointment: 2002-12-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - FPA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ Financial Adviser Exam - FASEA
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - FPC002B Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan~2019 - Financial Adviser Exam - Other - FASEA
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: ENTRUST WEALTH MANAGEMENT PTY LTD
    Licence Number: 000222152
    Licence ABN: 80100088168
    The date the Financial Adviser commenced the appointment: 2003-01-02
    Authorised Representative Name: ENTRUST WEALTH MANAGEMENT PTY LTD
    Authorised Representative Number: 000222152
    Rep Appointed ABN: 80100088168
    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/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: Diploma of Financial Planning - FPA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ Financial Adviser Exam - FASEA
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - FPC002B Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan~2019 - Financial Adviser Exam - Other - FASEA
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
  3. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN EXECUTOR TRUSTEES LIMITED
    Licence Number: 000240023
    Licence ABN: 84007869794
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 1992-01-01
    The date the Financial Adviser ceased the appointment: 1994-01-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - FPA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan ~ Financial Adviser Exam - FASEA
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - FPC002B Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan~2019 - Financial Adviser Exam - Other - FASEA
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association

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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.