You are here

Home » Financial Adviser

Financial Advisers: MICHAEL VICTOR WILLIAM GRAY Information

This is the detailed information about MICHAEL VICTOR WILLIAM GRAY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000235919, the year the Financial Adviser first provided advice is 1984 (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: 000235919
Financial Adviser Name: MICHAEL VICTOR WILLIAM GRAY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1984
Adviser Town: GEELONG
Adviser Country: Australia
Adviser Town: Grovedale
Adviser State: VIC
Adviser Postcode: 3216
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
    Licence Number: 000245569
    Licence ABN: 93106888215
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2004-04-20
    The date the Financial Adviser ceased the appointment: 2020-03-20
    Authorised Representative Name: MICHAEL GRAY FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000274958
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: 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: FORBES AFSL PTY LTD
    Licence Number: 000509011
    The company(ies) or people who control the licensee's business: Cameron James FORBES
    The date the Financial Adviser commenced the appointment: 2020-03-21
    Authorised Representative Name: FORBA PTY LTD
    Authorised Representative Number: 000348199
    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: Advanced Diploma Financial Planning FNS60415 - Kaplan Australia ~ RG146 Margin Lending - MLC ThreeSixty
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



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.