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Financial Advisers: ERIC ALISTAIR KOELMEYER Information

This is the detailed information about ERIC ALISTAIR KOELMEYER, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231062, the year the Financial Adviser first provided advice is 1986 (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: 000231062
Financial Adviser Name: ERIC ALISTAIR KOELMEYER
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1986
Adviser Town: Bundoora
Adviser State: VIC
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
    Licence Number: 000230323
    Licence ABN: 65006373995
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 1992-07-21
    The date the Financial Adviser ceased the appointment: 2006-09-15
    Authorised Representative Name: ERIC ALISTAIR KOELMEYER
    Authorised Representative Number: 000231062
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: FINANCIAL WISDOM LIMITED
    Licence Number: 000231138
    Licence ABN: 70006646108
    The company(ies) or people who control the licensee's business: COMMONWEALTH BANK OF AUSTRALIA
    The date the Financial Adviser commenced the appointment: 2006-09-15
    The date the Financial Adviser ceased the appointment: 2012-05-12
    Authorised Representative Name: ERIC ALISTAIR KOELMEYER
    Authorised Representative Number: 000231062
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: ALLIANCE WEALTH PTY LTD
    Licence Number: 000449221
    Licence ABN: 93161647007
    The company(ies) or people who control the licensee's business: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 2018-02-21]
    The date the Financial Adviser commenced the appointment: 2019-11-15
    Authorised Representative Name: ALLIANCE WEALTH PTY LTD
    Authorised Representative Number: 000449221
    Rep Appointed ABN: 93161647007
    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 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: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
    Licence Number: 000244252
    Licence ABN: 61094529987
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]
    The date the Financial Adviser commenced the appointment: 2012-05-12
    The date the Financial Adviser ceased the appointment: 2013-12-31
    Authorised Representative Name: ERIC ALISTAIR KOELMEYER
    Authorised Representative Number: 000231062
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)
  5. Financial Adviser Status: Ceased
    Name of the licence holder: AIW DEALER SERVICES PTY LTD
    Licence Number: 000414256
    Licence ABN: 59153322420
    The company(ies) or people who control the licensee's business: ASTUTE HOLDINGS GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2014-01-22
    The date the Financial Adviser ceased the appointment: 2019-11-15
    Authorised Representative Name: AIW DEALER SERVICES PTY LTD
    Authorised Representative Number: 000414256
    Rep Appointed ABN: 59153322420
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Kaplan Education Pty Limited
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA)

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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.