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Financial Advisers: SCOTT DONALD WYLLIE Information

This is the detailed information about SCOTT DONALD WYLLIE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000230992, the year the Financial Adviser first provided advice is 2007 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:11.

Financial Adviser Number: 000230992
Financial Adviser Name: SCOTT DONALD WYLLIE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2007
Adviser Town: Brisbane City
Adviser State: QLD
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
    Licence Number: 000236523
    Licence ABN: 47097797049
    The company(ies) or people who control the licensee's business: STEINHARDT HOLDINGS PTY LTD
    The date the Financial Adviser commenced the appointment: 2007-04-16
    Authorised Representative Name: INFOCUS SECURITIES AUSTRALIA PTY LTD
    Authorised Representative Number: 000236523
    Rep Appointed ABN: 47097797049
    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/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: Introduction to Financial Planning - Financial Planning Association ~ Investment Planning 1 - Financial Planning Association ~ Margin Lending and Geared Investments - Kaplan ~ Retirement Planning - Financial Planning Association ~ Risk Management for Financial Services Professionals - IntegraTec
    Provides details on areas the Financial Adviser is restricted from giving advice on: Direct equities - excludes direct equities advice excludes SMSF

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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.