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Financial Advisers: ALEXANDER DONALD BARNETT Information

This is the detailed information about ALEXANDER DONALD BARNETT, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231011, 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 16:55:11.

Financial Adviser Number: 000231011
Financial Adviser Name: ALEXANDER DONALD BARNETT
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2000
Adviser Town: Castle Hill
Adviser State: NSW
Adviser Postcode: 2154
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: FUTURO FINANCIAL SERVICES PTY LTD
    Licence Number: 000238478
    Licence ABN: 30085870015
    The company(ies) or people who control the licensee's business: HIGHFIELD GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2006-02-01
    The date the Financial Adviser ceased the appointment: 2011-10-22
    Authorised Representative Name: ALEXANDER DONALD BARNETT
    Authorised Representative Number: 000231011
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting Finance and Systems) - The University of New South Wales ~ Margin Lending and Geared Investments - Kaplan ~ Registered Tax Agent - Tax Practitioners Board
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Financial Planning Association of Australia (FPA) ~ SMSF Association
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: METRISCOPE FINANCIAL PTY LTD
    Licence Number: 000485160
    The company(ies) or people who control the licensee's business: Adrian BARNETT
    The date the Financial Adviser commenced the appointment: 2016-07-27
    Authorised Representative Name: METRISCOPE FINANCIAL PTY LTD
    Authorised Representative Number: 000485160
    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: Bachelor of Commerce (Accounting Finance and Systems) - The University of New South Wales ~ Margin Lending and Geared Investments - Kaplan ~ Registered Tax Agent - Tax Practitioners Board
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Financial Planning Association of Australia (FPA) ~ SMSF Association
  3. Financial Adviser Status: Ceased
    Name of the licence holder: ALPHA INVESTMENT MANAGEMENT PTY LTD
    Licence Number: 000307379
    Licence ABN: 13122381908
    The company(ies) or people who control the licensee's business: STEINHARDT HOLDINGS PTY LTD
    The date the Financial Adviser commenced the appointment: 2012-01-18
    The date the Financial Adviser ceased the appointment: 2016-07-26
    Authorised Representative Name: ALPHA INVESTMENT MANAGEMENT PTY LTD
    Authorised Representative Number: 000307379
    Rep Appointed ABN: 13122381908
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting Finance and Systems) - The University of New South Wales ~ Margin Lending and Geared Investments - Kaplan ~ Registered Tax Agent - Tax Practitioners Board
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Financial Planning Association of Australia (FPA) ~ SMSF Association
    Provides details on areas the Financial Adviser is restricted from giving advice on: Direct Equities - excludes Direct Equities advice

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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.