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Financial Advisers: LORETTA DAWN RABBITT Information

This is the detailed information about LORETTA DAWN RABBITT, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231029, the year the Financial Adviser first provided advice is 2004 (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: 000231029
Financial Adviser Name: LORETTA DAWN RABBITT
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2004
Adviser Town: MIRANDA
Adviser State: NSW
Adviser Postcode: 2228
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
    Licence Number: 000246934
    Licence ABN: 76006637225
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2005-07-11
    Authorised Representative Name: S & R FINANCIAL SERVICES PTY LIMITED
    Authorised Representative Number: 000290742
    Rep Appointed ABN: 84001009785
    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: Associate Diploma in Business - Southern Sydney Institute of TAFE ~ Graduate Diploma Financial Planning - Securities Institute of Australia ~ Master of Business Administration - Southern Cross University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ FINSIA - Financial Services Institute of Australasia ~ Institute of Public Accountants (IPA)

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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.