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Financial Advisers: GRAHAM CHATTERTON Information

This is the detailed information about GRAHAM CHATTERTON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231082, the year the Financial Adviser first provided advice is 1997 (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: 000231082
Financial Adviser Name: GRAHAM CHATTERTON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1997
  1. Financial Adviser Status: Current
    Name of the licence holder: CONSILIUM ADVICE PTY LTD
    Licence Number: 000424974
    Licence ABN: 86158826647
    The company(ies) or people who control the licensee's business: CONSILIUM ADVICE PTY LTD
    The date the Financial Adviser commenced the appointment: 2019-04-25
    Authorised Representative Name: CONSILIUM ADVICE PTY LTD
    Authorised Representative Number: 000424974
    Rep Appointed ABN: 86158826647
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Life Products/Investment Life 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: Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Deakin University
  2. Financial Adviser Status: Ceased
    Name of the licence holder: SPECTRUM WEALTH ADVISERS PTY LTD
    Licence Number: 000334400
    Licence ABN: 57134661706
    The company(ies) or people who control the licensee's business: Freedom Insurance Group Pty Ltd [Date Ceased: 2020-02-14]
    The date the Financial Adviser commenced the appointment: 2015-06-30
    The date the Financial Adviser ceased the appointment: 2019-04-24
    Authorised Representative Name: SPECTRUM WEALTH ADVISERS PTY LTD
    Authorised Representative Number: 000334400
    Rep Appointed ABN: 57134661706
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Deakin University
    Provides details on areas the Financial Adviser is restricted from giving advice on: Full Advice
  3. 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: 2010-01-27
    The date the Financial Adviser ceased the appointment: 2015-06-30
    Authorised Representative Name: FINANCIAL WISDOM LIMITED
    Authorised Representative Number: 000231138
    Rep Appointed ABN: 70006646108
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Deakin University ~ Diploma of Financial Planning - Deakin University

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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.