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Financial Advisers: BENEDICT MICHAEL PETTIT Information

This is the detailed information about BENEDICT MICHAEL PETTIT, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000227961, the year the Financial Adviser first provided advice is 2003 (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: 000227961
Financial Adviser Name: BENEDICT MICHAEL PETTIT
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2003
Adviser Town: Manly
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: HUGHES PETTIT FINANCIAL SERVICES PTY LTD
    Licence Number: 000484834
    The company(ies) or people who control the licensee's business: Benedict Michael PETTIT ~ HUGHES PETTIT ACCOUNTING SERVICES PTY LTD
    The date the Financial Adviser commenced the appointment: 2017-09-01
    Authorised Representative Name: HUGHES PETTIT FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000484834
    Fin Superannuation/Self-Managed Superannuation Fund: 1
    Fin Superannuation/A person's existing holding in a superannuation product: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provide Class of Product Advice - Securities: 1
    Provide Class of Product Advice - Simple Managed Investment schemes: 1
    Provide Class of Product Advice - Life risk insurance products: 1
    Provide Class of Product Advice – Superannuation: 1
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Economics - Macquarie University ~ Diploma of Financial Planning - Financial Planning Association ~ Dipolma of Financial Planning - Kaplan Professional ~ SMSF Specialisation Course - University of NSW
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Chartered Accountants Australia and New Zealand (CA ANZ)

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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.