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Financial Advisers: PETER ROBERT BUDGE Information

This is the detailed information about PETER ROBERT BUDGE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000230572, the year the Financial Adviser first provided advice is 1995 (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: 000230572
Financial Adviser Name: PETER ROBERT BUDGE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1995
Adviser Town: Melbourne
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
    Licence Number: 000244565
    Licence ABN: 54007375420
    The company(ies) or people who control the licensee's business: Michael Kenneth IBBOTSON
    The date the Financial Adviser commenced the appointment: 2008-07-01
    Authorised Representative Name: SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
    Authorised Representative Number: 000244565
    Rep Appointed ABN: 54007375420
    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 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: CFP - FPA ~ Certified Financial Transitionist - Sudden Money Institute

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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.