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Financial Advisers: WILLIAM KEITH CHASELING Information

This is the detailed information about WILLIAM KEITH CHASELING, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000230816, the year the Financial Adviser first provided advice is 1992 (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: 000230816
Financial Adviser Name: WILLIAM KEITH CHASELING
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1992
  1. Financial Adviser Status: Current
    Name of the licence holder: NOVATAX PTY. LIMITED
    Licence Number: 000227043
    Licence ABN: 57003811854
    The company(ies) or people who control the licensee's business: ROBERT PURCELL ~ DAVID MINEHAN [Date Ceased: 2020-07-06]
    The date the Financial Adviser commenced the appointment: 2003-07-01
    Authorised Representative Name: NOVATAX PTY. LIMITED
    Authorised Representative Number: 000227043
    Rep Appointed ABN: 57003811854
    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 - Newcastle University ~ Company Auditor - ASIC ~ Financial Planning Specialist - ICAA ~ Justice of the Peace - NSW Government ~ Registered Tax Agent - Tax Practitioners Board
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)

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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.