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Financial Advisers: ALAN MICHAEL PERROTT Information

This is the detailed information about ALAN MICHAEL PERROTT, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000235764, the year the Financial Adviser first provided advice is 2004 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:13.

Financial Adviser Number: 000235764
Financial Adviser Name: ALAN MICHAEL PERROTT
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2004
Adviser Town: Chatswood
Adviser State: NSW
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: WEALTHSURE PTY LTD
    Licence Number: 000238030
    Licence ABN: 93097405108
    The date the Financial Adviser commenced the appointment: 2004-03-16
    The date the Financial Adviser ceased the appointment: 2015-02-28
    Authorised Representative Name: LBW FINANCIAL SERVICES PTY. LIMITED
    Authorised Representative Number: 000235463
    Rep Appointed ABN: 92003739106
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Financial Administration - University of New England ~ Certified Financial Planner - Financial Planning Association ~ Chartered Accountant - SMSF Specialist - Institute of Chartered Accountants ~ Chartered Accountants - Financial Planning Specialist - Institute of Chartered Accountants ~ Fellow of Institute of Charted Accountants - Institute of Chartered Accountants
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
    Licence Number: 000326450
    Licence ABN: 59130288578
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2015-03-01
    Authorised Representative Name: WEALTHSURE FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000326450
    Rep Appointed ABN: 59130288578
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 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/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 Financial Administration - University of New England ~ Certified Financial Planner - Financial Planning Association ~ Chartered Accountant - SMSF Specialist - Institute of Chartered Accountants ~ Chartered Accountants - Financial Planning Specialist - Institute of Chartered Accountants ~ Fellow of Institute of Charted Accountants - Institute of Chartered Accountants
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ 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.