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Financial Advisers: GARRY CHARLES HEAZLEWOOD Information

This is the detailed information about GARRY CHARLES HEAZLEWOOD, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000231584, the year the Financial Adviser first provided advice is 1995 (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: 000231584
Financial Adviser Name: GARRY CHARLES HEAZLEWOOD
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1995
  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: 2018-02-05
    Authorised Representative Name: COUNT FINANCIAL LIMITED
    Authorised Representative Number: 000227232
    Rep Appointed ABN: 19001974625
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Accounting) - Deakin University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Certified Practising Accountant - CPA Australia (CPA) ~ Self-Managed Superannuation Fund Auditor - ASIC
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Financial Planning Association of Australia (FPA) ~ SMSF Association
  2. Financial Adviser Status: Current
    Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
    Licence Number: 000223135
    Licence ABN: 24093733969
    The date the Financial Adviser commenced the appointment: 2018-02-06
    Authorised Representative Name: SIX STAR FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 001261728
    Rep Appointed ABN: 53623508476
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    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 Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 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 Business (Accounting) - Deakin University ~ Certified Financial Planner - Financial Planning Association (FPA) ~ Certified Practising Accountant - CPA Australia (CPA) ~ Self-Managed Superannuation Fund Auditor - ASIC
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Financial Planning Association of Australia (FPA) ~ SMSF Association
    Provides details on areas the Financial Adviser is restricted from giving advice on: This authorised representative is only authorised to give class of product advice in relation to Securities.

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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.