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Financial Advisers: SCOTT BETTERRIDGE Information
This is the detailed information about SCOTT BETTERRIDGE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000229657, the year the Financial Adviser first provided advice is 2004 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:10.
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Financial Adviser Status: CeasedName of the licence holder: BURRELL STOCKBROKING PTY LTDLicence Number: 000247431Licence ABN: 82088958481The company(ies) or people who control the licensee's business: BURRELL & CO HOLDINGS PTY LTDThe date the Financial Adviser commenced the appointment: 2014-09-12The date the Financial Adviser ceased the appointment: 2019-10-28Authorised Representative Name: BETTERRIDGE INVESTMENTS PTY LTDAuthorised Representative Number: 000374281Rep Appointed ABN: 19102639805Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Markets - Finsia ~ Investment Planning 1 - Tribeca ~ RG146 - Kaplan ~ Risk Management - Tribeca ~ Superannuation & Retirement Planning - TribecaProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finsia ~ SMSF Association
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Financial Adviser Status: CeasedName of the licence holder: WEALTHSURE PTY LTDLicence Number: 000238030Licence ABN: 93097405108The date the Financial Adviser commenced the appointment: 2010-07-23The date the Financial Adviser ceased the appointment: 2013-03-01Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Markets - Finsia ~ Investment Planning 1 - Tribeca ~ RG146 - Kaplan ~ Risk Management - Tribeca ~ Superannuation & Retirement Planning - TribecaProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finsia ~ SMSF Association
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Financial Adviser Status: CeasedName of the licence holder: OMNIWEALTH SERVICES PTY LIMITEDLicence Number: 000309643Licence ABN: 57121845001The company(ies) or people who control the licensee's business: AMG CAPITAL MANAGEMENT PTY LIMITEDThe date the Financial Adviser commenced the appointment: 2013-03-01The date the Financial Adviser ceased the appointment: 2014-09-18Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Markets - Finsia ~ Investment Planning 1 - Tribeca ~ RG146 - Kaplan ~ Risk Management - Tribeca ~ Superannuation & Retirement Planning - TribecaProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finsia ~ SMSF Association
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Financial Adviser Status: CeasedName of the licence holder: AUSTRALIAN PLANNING SERVICES PTY LTDLicence Number: 000225982Licence ABN: 55010521810The company(ies) or people who control the licensee's business: HEINE BROTHERS PTY LTD [Date Ceased: 2019-06-19] ~ Michael Max HEINE [Date Ceased: 2019-06-19] ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 2017-11-09]The date the Financial Adviser commenced the appointment: 2008-12-09The date the Financial Adviser ceased the appointment: 2010-06-29Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Markets - Finsia ~ Investment Planning 1 - Tribeca ~ RG146 - Kaplan ~ Risk Management - Tribeca ~ Superannuation & Retirement Planning - TribecaProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finsia ~ SMSF Association
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Financial Adviser Status: CurrentName of the licence holder: SIRA GROUP PTY LTDLicence Number: 000278423Licence ABN: 15106922641The company(ies) or people who control the licensee's business: BANNISTER CONSULTING PTY LTD ~ David John Bannister ~ Melanie Kate BannisterThe date the Financial Adviser commenced the appointment: 2019-10-28Authorised Representative Name: BETTERRIDGE INVESTMENTS PTY LTDAuthorised Representative Number: 000374281Rep Appointed ABN: 19102639805Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Government Debentures, Stocks or Bonds: 1Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 1Fin Managed Investment Schemes/MDA Services: 1Fin Retirement Savings Account Products: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0Fin Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services: 1Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Markets - Finsia ~ Investment Planning 1 - Tribeca ~ RG146 - Kaplan ~ Risk Management - Tribeca ~ Superannuation & Retirement Planning - TribecaProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finsia ~ SMSF Association
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.
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