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Financial Advisers: BRENT FAIRHEAD Information

This is the detailed information about BRENT FAIRHEAD, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000227115, the year the Financial Adviser first provided advice is 1998 (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: 000227115
Financial Adviser Name: BRENT FAIRHEAD
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1998
Adviser Town: MOUNT PLEASANT
Adviser State: WA
Adviser Postcode: 6153
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: COUNT FINANCIAL LIMITED
    Licence Number: 000227232
    Licence ABN: 19001974625
    The company(ies) or people who control the licensee's business: COUNT MEMBER FIRM PTY LTD ~ COUNTPLUS LIMITED ~ COMMONWEALTH BANK OF AUSTRALIA [Date Ceased: 2019-10-01]
    The date the Financial Adviser commenced the appointment: 2003-07-01
    The date the Financial Adviser ceased the appointment: 2014-12-22
    Authorised Representative Name: BRENT FAIRHEAD
    Authorised Representative Number: 000227115
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commence - Murdoch University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - SMSF Association
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2004 - Certified Financial Planner - Graduate Diploma (AQF 8) - Financial Planning Association~2004 - Graduate Diploma of Financial Planning - Advanced Diploma (AQF 6) - Securities Institute~2012 - SMSF Specialist Adviser - Graduate Certificate (AQF 8) - 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. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LAWRENCE ADVICE PTY LTD
    Licence Number: 000492049
    The company(ies) or people who control the licensee's business: OPTUMUS ENTERPRISES PTY LTD
    The date the Financial Adviser commenced the appointment: 2018-01-15
    Authorised Representative Name: LAWRENCE ADVICE PTY LTD
    Authorised Representative Number: 000492049
    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 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: Bachelor of Commence - Murdoch University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - SMSF Association
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2004 - Certified Financial Planner - Graduate Diploma (AQF 8) - Financial Planning Association~2004 - Graduate Diploma of Financial Planning - Advanced Diploma (AQF 6) - Securities Institute~2012 - SMSF Specialist Adviser - Graduate Certificate (AQF 8) - 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: Ceased
    Name of the licence holder: NEO FINANCIAL SOLUTIONS PTY LTD
    Licence Number: 000385845
    Licence ABN: 64141607098
    The company(ies) or people who control the licensee's business: PICTURE WEALTH HOLDINGS LIMITED
    The date the Financial Adviser commenced the appointment: 2014-12-22
    The date the Financial Adviser ceased the appointment: 2018-01-15
    Authorised Representative Name: NEO FINANCIAL SOLUTIONS PTY LTD
    Authorised Representative Number: 000385845
    Rep Appointed ABN: 64141607098
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commence - Murdoch University ~ Certified Financial Planner - Financial Planning Association ~ Graduate Diploma of Financial Planning - Securities Institute ~ Margin Lending and Geared Investments - Kaplan ~ SMSF Specialist Adviser - SMSF Association
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2004 - Certified Financial Planner - Graduate Diploma (AQF 8) - Financial Planning Association~2004 - Graduate Diploma of Financial Planning - Advanced Diploma (AQF 6) - Securities Institute~2012 - SMSF Specialist Adviser - Graduate Certificate (AQF 8) - 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.