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Financial Advisers: GERARD PETER LOWE Information

This is the detailed information about GERARD PETER LOWE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000226542, the year the Financial Adviser first provided advice is 1995 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:10.

Financial Adviser Number: 000226542
Financial Adviser Name: GERARD PETER LOWE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1995
Adviser Town: BRAESIDE
Adviser State: VIC
Adviser Postcode: 3195
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: INTEGRITY FINANCIAL PLANNERS PTY. LTD.
    Licence Number: 000225051
    Licence ABN: 71069537855
    The date the Financial Adviser commenced the appointment: 2003-02-01
    Continuing Professional Development (CPD) failure year: 2019
    Authorised Representative Name: INTEGRITY FINANCIAL PLANNERS PTY. LTD.
    Authorised Representative Number: 000225051
    Rep Appointed ABN: 71069537855
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash 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/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Authorised for Life Products and Superannuation is restricted to Life products in Superannuation and the establishment of Superannuation for the purpose of holding Life products. Advice in other areas is made under supervision.

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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.