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Financial Advisers: MARY KATHLEEN CHAMPION Information

This is the detailed information about MARY KATHLEEN CHAMPION, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231080, the year the Financial Adviser first provided advice is 2002 (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: 000231080
Financial Adviser Name: MARY KATHLEEN CHAMPION
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2002
  1. Financial Adviser Status: Current
    Name of the licence holder: MCLEAN LESLIE & CHAMPION
    Licence Number: 000287611
    Licence ABN: 72146016030
    The date the Financial Adviser commenced the appointment: 2015-03-27
    Authorised Representative Name: MCLEAN LESLIE & CHAMPION
    Authorised Representative Number: 000287611
    Rep Appointed ABN: 72146016030
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Managed Investment Schemes/IDPS Only: 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
    Fin Miscellaneous Financial Facility/Miscellaneous Financial Investment Products: 1
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: BAXHELOR OF ARTS IN ACCOUNTING - CANBERRA UNIVERSITY
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ 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.