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Financial Advisers: LEONARD NORMAN ELIAS Information

This is the detailed information about LEONARD NORMAN ELIAS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231043, 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: 000231043
Financial Adviser Name: LEONARD NORMAN ELIAS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2004
Adviser Town: Sury hills
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: STEADFAST LIFE PTY LTD
    Licence Number: 000421904
    Licence ABN: 81111380388
    The date the Financial Adviser commenced the appointment: 2020-10-06
    Authorised Representative Name: STEADFAST LIFE PTY LTD
    Authorised Representative Number: 000421904
    Rep Appointed ABN: 81111380388
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 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: ASX Accreditation - Kaplan ~ Advanced Diploma of Financial Planning - Mentor ~ Collaborative Practise Level 1 - University of Technology Sydney ~ Margin Lending & Gearing Accreditation - Kaplan ~ SMSF Accreditation - Kaplan
  2. Financial Adviser Status: Ceased
    Name of the licence holder: A.C.N. 140 520 225 PTY LTD
    Licence Number: 000345905
    Licence ABN: 28140520225
    The date the Financial Adviser commenced the appointment: 2014-07-07
    The date the Financial Adviser ceased the appointment: 2018-07-23
    Authorised Representative Name: A.C.N. 140 520 225 PTY LTD
    Authorised Representative Number: 000345905
    Rep Appointed ABN: 28140520225
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accreditation - Kaplan ~ Advanced Diploma of Financial Planning - Mentor ~ Collaborative Practise Level 1 - University of Technology Sydney ~ Margin Lending & Gearing Accreditation - Kaplan ~ SMSF Accreditation - Kaplan
  3. Financial Adviser Status: Ceased
    Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Licence Number: 000234951
    Licence ABN: 11074608558
    The company(ies) or people who control the licensee's business: CENTREPOINT WEALTH PTY LTD
    The date the Financial Adviser commenced the appointment: 2009-07-01
    The date the Financial Adviser ceased the appointment: 2012-09-19
    Authorised Representative Name: LEONARD NORMAN ELIAS
    Authorised Representative Number: 000231043
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accreditation - Kaplan ~ Advanced Diploma of Financial Planning - Mentor ~ Collaborative Practise Level 1 - University of Technology Sydney ~ Margin Lending & Gearing Accreditation - Kaplan ~ SMSF Accreditation - Kaplan
  4. Financial Adviser Status: Ceased
    Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
    Licence Number: 000425542
    Licence ABN: 51159696830
    The company(ies) or people who control the licensee's business: ANVIA (AUSTRALIA) PTY LTD [Date Ceased: 2020-06-24]
    The date the Financial Adviser commenced the appointment: 2018-07-23
    The date the Financial Adviser ceased the appointment: 2019-03-28
    Authorised Representative Name: MYPLANNER PROFESSIONAL SERVICES PTY LTD
    Authorised Representative Number: 000425542
    Rep Appointed ABN: 51159696830
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accreditation - Kaplan ~ Advanced Diploma of Financial Planning - Mentor ~ Collaborative Practise Level 1 - University of Technology Sydney ~ Margin Lending & Gearing Accreditation - Kaplan ~ SMSF Accreditation - Kaplan
    Provides details on areas the Financial Adviser is restricted from giving advice on: Superannuation includes advice pertaining to Self-Managed Superannuation
  5. Financial Adviser Status: Ceased
    Name of the licence holder: CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
    Licence Number: 000301642
    Licence ABN: 86110682196
    The date the Financial Adviser commenced the appointment: 2012-09-20
    The date the Financial Adviser ceased the appointment: 2014-07-07
    Authorised Representative Name: LEONARD NORMAN ELIAS
    Authorised Representative Number: 000231043
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accreditation - Kaplan ~ Advanced Diploma of Financial Planning - Mentor ~ Collaborative Practise Level 1 - University of Technology Sydney ~ Margin Lending & Gearing Accreditation - Kaplan ~ SMSF Accreditation - Kaplan

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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.