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Financial Advisers: RONALD MELLODY Information

This is the detailed information about RONALD MELLODY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231418, the year the Financial Adviser first provided advice is 1977 (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: 000231418
Financial Adviser Name: RONALD MELLODY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1977
  1. Financial Adviser Status: Ceased
    Name of the licence holder: COUNT FINANCIAL LIMITED
    Licence Number: 000227232
    Licence ABN: 19001974625
    The company(ies) or people who control the licensee's business: COUNT MEMBER FIRM PTY LTD ~ COUNTPLUS LIMITED ~ COMMONWEALTH BANK OF AUSTRALIA [Date Ceased: 2019-10-01]
    The date the Financial Adviser commenced the appointment: 2003-07-01
    The date the Financial Adviser ceased the appointment: 2012-12-14
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Chartered Accountant Financial Planning Specialist - The Institute of Chartered Accountants in Australia ~ Diploma in Commerce - Swinburne College of Technology ~ Margin Lending & Geared Investments - Kaplan ~ RG146 - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Chartered Accountants Australia and New Zealand (CA ANZ) ~ Tax Institute
  2. Financial Adviser Status: Ceased
    Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
    Licence Number: 000307248
    Licence ABN: 87112139321
    The company(ies) or people who control the licensee's business: TERRY MCMASTER [Date Ceased: 2018-08-01]
    The date the Financial Adviser commenced the appointment: 2016-12-17
    The date the Financial Adviser ceased the appointment: 2018-06-29
    Authorised Representative Name: DOVER FINANCIAL ADVISERS PTY LTD
    Authorised Representative Number: 000307248
    Rep Appointed ABN: 87112139321
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Chartered Accountant Financial Planning Specialist - The Institute of Chartered Accountants in Australia ~ Diploma in Commerce - Swinburne College of Technology ~ Margin Lending & Geared Investments - Kaplan ~ RG146 - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Chartered Accountants Australia and New Zealand (CA ANZ) ~ Tax Institute
  3. Financial Adviser Status: Current
    Name of the licence holder: BOSTON REED PTY LTD
    Licence Number: 000225738
    Licence ABN: 89091004885
    The date the Financial Adviser commenced the appointment: 2018-12-07
    Authorised Representative Name: BOSTON REED PTY LTD
    Authorised Representative Number: 000225738
    Rep Appointed ABN: 89091004885
    Fin Deposit and Payment Products/Non-basic Deposit Products: 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: ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Chartered Accountant Financial Planning Specialist - The Institute of Chartered Accountants in Australia ~ Diploma in Commerce - Swinburne College of Technology ~ Margin Lending & Geared Investments - Kaplan ~ RG146 - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Chartered Accountants Australia and New Zealand (CA ANZ) ~ Tax Institute
  4. Financial Adviser Status: Ceased
    Name of the licence holder: EVERMORE MONEY MANAGEMENT PTY LTD
    Licence Number: 000401712
    Licence ABN: 22149269116
    The date the Financial Adviser commenced the appointment: 2018-07-04
    The date the Financial Adviser ceased the appointment: 2018-12-06
    Authorised Representative Name: EVERMORE MONEY MANAGEMENT PTY LTD
    Authorised Representative Number: 000401712
    Rep Appointed ABN: 22149269116
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Chartered Accountant Financial Planning Specialist - The Institute of Chartered Accountants in Australia ~ Diploma in Commerce - Swinburne College of Technology ~ Margin Lending & Geared Investments - Kaplan ~ RG146 - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Chartered Accountants Australia and New Zealand (CA ANZ) ~ Tax Institute
  5. Financial Adviser Status: Ceased
    Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
    Licence Number: 000236523
    Licence ABN: 47097797049
    The company(ies) or people who control the licensee's business: STEINHARDT HOLDINGS PTY LTD
    The date the Financial Adviser commenced the appointment: 2012-12-14
    The date the Financial Adviser ceased the appointment: 2016-12-16
    Authorised Representative Name: INFOCUS SECURITIES AUSTRALIA PTY LTD
    Authorised Representative Number: 000236523
    Rep Appointed ABN: 47097797049
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Listed Products Accreditation Course (LPAC) - LPAC Online Pty Ltd ~ Chartered Accountant Financial Planning Specialist - The Institute of Chartered Accountants in Australia ~ Diploma in Commerce - Swinburne College of Technology ~ Margin Lending & Geared Investments - Kaplan ~ RG146 - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Chartered Accountants Australia and New Zealand (CA ANZ) ~ Tax Institute
    Provides details on areas the Financial Adviser is restricted from giving advice on: Excludes SMSF

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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.