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Financial Advisers: CHERYL MARILYN ROSSITER Information

This is the detailed information about CHERYL MARILYN ROSSITER, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000226102, 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: 000226102
Financial Adviser Name: CHERYL MARILYN ROSSITER
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2002
Adviser Town: Port Pirie
Adviser Country: Australia
Adviser Town: Port Pirie
Adviser State: SA
Adviser Country: Australia
  1. 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: 2017-12-14
    The date the Financial Adviser ceased the appointment: 2020-01-21
    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 - FPA ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and professionalism in Financial Advice - Bridging Course - Ethics - Kaplan~2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association (FPA) - Certified Financial Planner
    Provides details on areas the Financial Adviser is restricted from giving advice on: Not authorised to provide personal advice on Securities & Standard Margin Lending
  2. Financial Adviser Status: Ceased
    Name of the licence holder: ELDERS FINANCIAL PLANNING PTY LTD
    Licence Number: 000224645
    Licence ABN: 48007997186
    The company(ies) or people who control the licensee's business: ELDERS RURAL SERVICES AUSTRALIA LIMITED ~ IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]
    The date the Financial Adviser commenced the appointment: 2009-12-04
    The date the Financial Adviser ceased the appointment: 2017-08-31
    Authorised Representative Name: ELDERS FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000224645
    Rep Appointed ABN: 48007997186
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - FPA ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and professionalism in Financial Advice - Bridging Course - Ethics - Kaplan~2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association (FPA) - Certified Financial Planner
    Provides details on areas the Financial Adviser is restricted from giving advice on: Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; SMSF - Not authorised to provide SMSF advice.
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
    Licence Number: 000357306
    Licence ABN: 54139889535
    The company(ies) or people who control the licensee's business: FORTNUM PRIVATE WEALTH LTD
    The date the Financial Adviser commenced the appointment: 2020-02-10
    Authorised Representative Name: FORTNUM PRIVATE WEALTH LTD
    Authorised Representative Number: 000357306
    Rep Appointed ABN: 54139889535
    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 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 - FPA ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and professionalism in Financial Advice - Kaplan ~ Graduate Diploma of Financial Planning - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and professionalism in Financial Advice - Bridging Course - Ethics - Kaplan~2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association (FPA) - Certified Financial Planner

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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.