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Financial Advisers: DAVID JOHN LUTZ Information

This is the detailed information about DAVID JOHN LUTZ, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000227559, 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: 000227559
Financial Adviser Name: DAVID JOHN LUTZ
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1995
Adviser Town: REDBANK PLAINS
Adviser State: QLD
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SECURE INVESTMENT PLANNING PTY LTD
    Licence Number: 000324234
    Licence ABN: 43108566758
    The date the Financial Adviser commenced the appointment: 2009-01-01
    Authorised Representative Name: SECURE INVESTMENT PLANNING PTY LTD
    Authorised Representative Number: 000324234
    Rep Appointed ABN: 43108566758
    Fin Deposit and Payment Products/Non-basic Deposit Products: 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: Bachelor of Business - Queensland Institute of Technology ~ Certificate IV in Training - Kaplan University ~ Certificate in Financial Markets - Kaplan University ~ Certified Financial Planner - Melbourne University ~ Certified Practicing Accountant - Accountants 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.