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Financial Advisers: BARRY JOHN CRABTREE Information

This is the detailed information about BARRY JOHN CRABTREE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000229192, the year the Financial Adviser first provided advice is 1987 (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: 000229192
Financial Adviser Name: BARRY JOHN CRABTREE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1987
Adviser Town: Adelaide
Adviser State: SA
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: ALLIANCE WEALTH PTY LTD
    Licence Number: 000449221
    Licence ABN: 93161647007
    The company(ies) or people who control the licensee's business: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 2018-02-21]
    The date the Financial Adviser commenced the appointment: 2019-02-01
    The date the Financial Adviser ceased the appointment: 2019-09-26
    Authorised Representative Name: OPAL CORPORATION (SA) PTY LTD
    Authorised Representative Number: 001273638
    Rep Appointed ABN: 31630656638
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional ~ 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) Certified Financial Planner (CFP)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: EXELSUPER ADVICE PTY LTD
    Licence Number: 000428272
    Licence ABN: 72080419745
    The date the Financial Adviser commenced the appointment: 2015-05-01
    The date the Financial Adviser ceased the appointment: 2018-11-23
    Authorised Representative Name: EXELSUPER ADVICE PTY LTD
    Authorised Representative Number: 000428272
    Rep Appointed ABN: 72080419745
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional ~ 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) Certified Financial Planner (CFP)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: FINANCIAL ADVISORY SERVICES PTY. LTD.
    Licence Number: 000227929
    Licence ABN: 76008263705
    The date the Financial Adviser commenced the appointment: 2003-05-07
    The date the Financial Adviser ceased the appointment: 2015-06-30
    Authorised Representative Name: FINANCIAL ADVISORY SERVICES PTY. LTD.
    Authorised Representative Number: 000227929
    Rep Appointed ABN: 76008263705
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional ~ 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) Certified Financial Planner (CFP)
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FIRST ADVICE LICENSEE SERVICES PTY LTD
    Licence Number: 000484091
    The company(ies) or people who control the licensee's business: Tracey Margaret EDWARDS
    The date the Financial Adviser commenced the appointment: 2019-10-15
    Authorised Representative Name: FIRST ADVICE LICENSEE SERVICES PTY LTD
    Authorised Representative Number: 000484091
    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 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 Professional ~ 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) Certified Financial Planner (CFP)



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.