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Financial Advisers: MICHELLE SHARON TATE-LOVERY Information

This is the detailed information about MICHELLE SHARON TATE-LOVERY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000235917, the year the Financial Adviser first provided advice is 1989 (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: 000235917
Financial Adviser Name: MICHELLE SHARON TATE-LOVERY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1989
Adviser Town: CARLTON
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: UNIFIED FINANCIAL SERVICES PTY LTD
    Licence Number: 000230510
    Licence ABN: 31066587602
    The date the Financial Adviser commenced the appointment: 2003-09-01
    Authorised Representative Name: UNIFIED FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000230510
    Rep Appointed ABN: 31066587602
    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 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 Arts (Hons) - University of Western Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Super Fund Accreditation - Financial Essentials
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Financial Planning Association of Australia (FPA) ~ Tax Practitioners Board (TASA)

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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.