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Financial Advisers: MARK PHILIP KALUCY Information

This is the detailed information about MARK PHILIP KALUCY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000229681, the year the Financial Adviser first provided advice is 1989 (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: 000229681
Financial Adviser Name: MARK PHILIP KALUCY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1989
Adviser Town: PEACHESTER
Adviser State: QLD
Adviser Postcode: 4519
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: REVIEW GROUP PTY LTD
    Licence Number: 000397424
    Licence ABN: 67147903642
    The date the Financial Adviser commenced the appointment: 2011-04-14
    The date the Financial Adviser ceased the appointment: 2012-05-16
    Authorised Representative Name: MARK PHILIP KALUCY
    Authorised Representative Number: 000229681
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca
    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: AMP FINANCIAL PLANNING PTY LIMITED
    Licence Number: 000232706
    Licence ABN: 89051208327
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP GROUP HOLDINGS LIMITED ~ AMP HOLDINGS LIMITED ~ AMP LIMITED ~ AMP WEALTH MANAGEMENT HOLDINGS PTY LTD ~ NATIONAL MUTUAL FUNDS MANAGEMENT (GLOBAL) LIMITED
    The date the Financial Adviser commenced the appointment: 2010-12-13
    The date the Financial Adviser ceased the appointment: 2011-04-13
    Authorised Representative Name: MARK PHILIP KALUCY
    Authorised Representative Number: 000229681
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca
    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: ELDERS FINANCIAL PLANNING PTY LTD
    Licence Number: 000224645
    Licence ABN: 48007997186
    The company(ies) or people who control the licensee's business: ELDERS RURAL SERVICES AUSTRALIA LIMITED ~ IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]
    The date the Financial Adviser commenced the appointment: 2010-06-25
    The date the Financial Adviser ceased the appointment: 2010-12-10
    Authorised Representative Name: MARK PHILIP KALUCY
    Authorised Representative Number: 000229681
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Licence Number: 000243313
    Licence ABN: 33007207650
    The date the Financial Adviser commenced the appointment: 2012-05-18
    Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Authorised Representative Number: 000243313
    Rep Appointed ABN: 33007207650
    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 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: Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Markets - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Tribeca
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)

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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.