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Financial Advisers: DEAN SCOTT MCWILLIAMS Information

This is the detailed information about DEAN SCOTT MCWILLIAMS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000235892, the year the Financial Adviser first provided advice is 1983 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:14.

Financial Adviser Number: 000235892
Financial Adviser Name: DEAN SCOTT MCWILLIAMS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1983
Adviser Town: Surfers Paradsie
Adviser State: QLD
Adviser Postcode: 4217
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Licence Number: 000234951
    Licence ABN: 11074608558
    The company(ies) or people who control the licensee's business: CENTREPOINT WEALTH PTY LTD
    The date the Financial Adviser commenced the appointment: 2005-07-01
    Authorised Representative Name: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Authorised Representative Number: 000234951
    Rep Appointed ABN: 11074608558
    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: ASX Securities - Kaplan ~ Diploma of Financial Services (Finance/Mortgage Broking Management) - AAMC ~ Foundation Diploma of Financial Planning - FPA ~ Margin Lending - Kaplan ~ Self Managed Super Fund Course - Tribeca (Cert of Completion)
    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.