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Financial Advisers: JUDITH ANNE MULLARD Information

This is the detailed information about JUDITH ANNE MULLARD, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000227579, the year the Financial Adviser first provided advice is 1999 (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: 000227579
Financial Adviser Name: JUDITH ANNE MULLARD
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1999
Adviser Town: NEWCASTLE WEST
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: BRIDGES FINANCIAL SERVICES PTY LIMITED
    Licence Number: 000240837
    Licence ABN: 60003474977
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2014-06-16
    Authorised Representative Name: BRIDGES FINANCIAL SERVICES PTY LIMITED
    Authorised Representative Number: 000240837
    Rep Appointed ABN: 60003474977
    Fin Derivatives: 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
    Fin Miscellaneous Financial Facility/Miscellaneous Financial Investment Products: 1
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Superannuation - All excludes Self Managed Superannuation Funds
  2. Financial Adviser Status: Ceased
    Name of the licence holder: CLEARVIEW LIFE ASSURANCE LIMITED
    Licence Number: 000227682
    Licence ABN: 12000021581
    The date the Financial Adviser commenced the appointment: 2010-01-07
    The date the Financial Adviser ceased the appointment: 2012-01-13
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: A.C.N. 079 121 136 PTY LTD
    Licence Number: 000225085
    Licence ABN: 44079121136
    The date the Financial Adviser commenced the appointment: 1999-01-09
    The date the Financial Adviser ceased the appointment: 2010-06-30
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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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.