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Financial Advisers: ANDREW RAYMOND CREWS Information

This is the detailed information about ANDREW RAYMOND CREWS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000230791, the year the Financial Adviser first provided advice is 2000 (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: 000230791
Financial Adviser Name: ANDREW RAYMOND CREWS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2000
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: GUARDIANFP LTD
    Licence Number: 000237641
    Licence ABN: 40003677334
    The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2008-04-01
    The date the Financial Adviser ceased the appointment: 2016-04-25
    Authorised Representative Name: GUARDIANFP LTD
    Authorised Representative Number: 000237641
    Rep Appointed ABN: 40003677334
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - University of Western Sydney Hawkesbury ~ Certified Financial Planner - Financial Panning Association of Australia ~ Chartered Accountant - Institute of Chartered Accountants ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ Financial Planning Association of Australia (FPA) ~ Tax Practitioners Board
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FITZPATRICKS PRIVATE WEALTH PTY LTD
    Licence Number: 000247429
    Licence ABN: 33093667595
    The company(ies) or people who control the licensee's business: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd
    The date the Financial Adviser commenced the appointment: 2016-04-26
    Authorised Representative Name: FITZPATRICKS PRIVATE WEALTH PTY LTD
    Authorised Representative Number: 000247429
    Rep Appointed ABN: 33093667595
    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 Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 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: Bachelor of Commerce (Accounting) - University of Western Sydney Hawkesbury ~ Certified Financial Planner - Financial Panning Association of Australia ~ Chartered Accountant - Institute of Chartered Accountants ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ Financial Planning Association of Australia (FPA) ~ Tax Practitioners Board

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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.