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Financial Advisers: TIMOTHY MORFESSE Information

This is the detailed information about TIMOTHY MORFESSE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000229864, 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: 000229864
Financial Adviser Name: TIMOTHY MORFESSE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1987
Adviser Town: Ascot Vale
Adviser State: VIC
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: PARAGON WEALTH MANAGEMENT PTY LTD
    Licence Number: 000310996
    Licence ABN: 60123395488
    The date the Financial Adviser commenced the appointment: 2007-08-13
    The date the Financial Adviser ceased the appointment: 2015-05-04
    Authorised Representative Name: PARAGON WEALTH MANAGEMENT PTY LTD
    Authorised Representative Number: 000310996
    Rep Appointed ABN: 60123395488
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Melbourne University ~ Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
    Licence Number: 000246934
    Licence ABN: 76006637225
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2015-04-30
    Authorised Representative Name: LONSDALE FINANCIAL GROUP LIMITED
    Authorised Representative Number: 000246934
    Rep Appointed ABN: 76006637225
    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/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Melbourne University ~ Diploma of Financial Planning - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association

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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.