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Financial Advisers: IAN ROBERT DAVIS Information

This is the detailed information about IAN ROBERT DAVIS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000232649, 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 16:55:12.

Financial Adviser Number: 000232649
Financial Adviser Name: IAN ROBERT DAVIS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1986
  1. Financial Adviser Status: Current
    Name of the licence holder: RADFORD ALLEN FINANCIAL SERVICES PTY LTD
    Licence Number: 000221531
    Licence ABN: 46098406958
    The company(ies) or people who control the licensee's business: SUSAN JOAN ALLEN
    The date the Financial Adviser commenced the appointment: 2006-07-04
    Authorised Representative Name: RADFORD ALLEN FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000221531
    Rep Appointed ABN: 46098406958
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 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: Bachelor of Accounting - Australian National University ~ PS146 - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: 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.