You are here

Home » Financial Adviser

Financial Advisers: ANTHONY JOHN WALKER Information

This is the detailed information about ANTHONY JOHN WALKER, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000227568, the year the Financial Adviser first provided advice is 1996 (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: 000227568
Financial Adviser Name: ANTHONY JOHN WALKER
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1996
Adviser Town: Heidelberg
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
    Licence Number: 000246934
    Licence ABN: 76006637225
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2019-02-15
    Authorised Representative Name: LONSDALE FINANCIAL GROUP LIMITED
    Authorised Representative Number: 000246934
    Rep Appointed ABN: 76006637225
    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 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: Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Economics - The University of Queensland ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: WESTPAC BANKING CORPORATION
    Licence Number: 000233714
    Licence ABN: 33007457141
    The company(ies) or people who control the licensee's business: WESTPAC BANKING CORPORATION
    The date the Financial Adviser commenced the appointment: 2013-05-08
    The date the Financial Adviser ceased the appointment: 2015-12-01
    Authorised Representative Name: WESTPAC BANKING CORPORATION
    Authorised Representative Number: 000233714
    Rep Appointed ABN: 33007457141
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Economics - The University of Queensland ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
    Licence Number: 000234665
    Licence ABN: 35002976294
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 2016-02-27]
    The date the Financial Adviser commenced the appointment: 2015-12-15
    The date the Financial Adviser ceased the appointment: 2019-02-14
    Authorised Representative Name: CHARTER FINANCIAL PLANNING LIMITED
    Authorised Representative Number: 000234665
    Rep Appointed ABN: 35002976294
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan ~ Bachelor of Economics - The University of Queensland ~ Diploma of Financial Planning - FPA ~ Margin Lending and Geared Investments - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    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: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



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.