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Financial Advisers: STUART GLENN FULTON Information
This is the detailed information about STUART GLENN FULTON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000230509, 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: 000230509
Financial Adviser Name: STUART GLENN FULTON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1987
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Financial Adviser Status: CeasedName of the licence holder: FORTNUM PRIVATE WEALTH LTDLicence Number: 000357306Licence ABN: 54139889535The company(ies) or people who control the licensee's business: FORTNUM PRIVATE WEALTH LTDThe date the Financial Adviser commenced the appointment: 2015-05-20The date the Financial Adviser ceased the appointment: 2018-05-07Authorised Representative Name: FORTNUM PRIVATE WEALTH LTDAuthorised Representative Number: 000357306Rep Appointed ABN: 54139889535Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor EducationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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Financial Adviser Status: CurrentName of the licence holder: AURUM PLANNING PTY LTDLicence Number: 000344139Licence ABN: 19141418555The company(ies) or people who control the licensee's business: The Trustee for The Twilight TrustThe date the Financial Adviser commenced the appointment: 2018-05-05Authorised Representative Name: AURUM PLANNING PTY LTDAuthorised Representative Number: 000344139Rep Appointed ABN: 19141418555Fin 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 Retirement Savings Account Products: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Standard Margin Lending Facility: 1Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor EducationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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Financial Adviser Status: CeasedName of the licence holder: SELF FUNDED RETIREMENT PLANNERS PTY LTDLicence Number: 000229456Licence ABN: 69093267531The date the Financial Adviser commenced the appointment: 2003-07-01The date the Financial Adviser ceased the appointment: 2015-03-23Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Financial Planning Association of Australia ~ Margin Lending and Geared Investments - Kaplan Professional Education ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor EducationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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.