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Financial Advisers: TERRANCE LESLIE KAYS Information

This is the detailed information about TERRANCE LESLIE KAYS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000226944, the year the Financial Adviser first provided advice is 1992 (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: 000226944
Financial Adviser Name: TERRANCE LESLIE KAYS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1992
  1. Financial Adviser Status: Ceased
    Name of the licence holder: JIGSAW SUPPORT SERVICES LIMITED
    Licence Number: 000234663
    Licence ABN: 21005799977
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD
    The date the Financial Adviser commenced the appointment: 2008-01-15
    The date the Financial Adviser ceased the appointment: 2012-10-30
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Associate Diploma of Business (Accounting) - Victoria University ~ Certified Financial Planner - CFP - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor Accreditation - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
  2. Financial Adviser Status: Ceased
    Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
    Licence Number: 000230689
    Licence ABN: 28056426932
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2013-10-31
    The date the Financial Adviser ceased the appointment: 2016-01-22
    Authorised Representative Name: APOGEE FINANCIAL PLANNING LIMITED
    Authorised Representative Number: 000230689
    Rep Appointed ABN: 28056426932
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Associate Diploma of Business (Accounting) - Victoria University ~ Certified Financial Planner - CFP - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor Accreditation - SMSF Association
    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: Current
    Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
    Licence Number: 000223135
    Licence ABN: 24093733969
    The date the Financial Adviser commenced the appointment: 2018-04-27
    Authorised Representative Name: TERREE PTY. LTD.
    Authorised Representative Number: 000428529
    Rep Appointed ABN: 24128673692
    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: Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Associate Diploma of Business (Accounting) - Victoria University ~ Certified Financial Planner - CFP - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor Accreditation - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
  4. Financial Adviser Status: Ceased
    Name of the licence holder: GPS WEALTH LTD
    Licence Number: 000254544
    Licence ABN: 17005482726
    The company(ies) or people who control the licensee's business: EASTON INVESTMENTS LIMITED
    The date the Financial Adviser commenced the appointment: 2016-01-22
    The date the Financial Adviser ceased the appointment: 2018-04-26
    Authorised Representative Name: TERREE PTY. LTD.
    Authorised Representative Number: 000428529
    Rep Appointed ABN: 24128673692
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Associate Diploma of Business (Accounting) - Victoria University ~ Certified Financial Planner - CFP - FPA ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor Accreditation - SMSF Association
    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.