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Financial Advisers: IAN ALEXIS LARA Information

This is the detailed information about IAN ALEXIS LARA, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000236088, the year the Financial Adviser first provided advice is 2016 (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: 000236088
Financial Adviser Name: IAN ALEXIS LARA
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2016
Adviser Town: Clayfield
Adviser State: QLD
Adviser Country: Australia
Adviser Town: Ascot
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SHARTRU WEALTH MANAGEMENT PTY LTD
    Licence Number: 000422409
    Licence ABN: 46158536871
    The date the Financial Adviser commenced the appointment: 2020-05-26
    Authorised Representative Name: SHARTRU WEALTH MANAGEMENT PTY LTD
    Authorised Representative Number: 000422409
    Rep Appointed ABN: 46158536871
    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/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: ALLIANCE WEALTH PTY LTD
    Licence Number: 000449221
    Licence ABN: 93161647007
    The company(ies) or people who control the licensee's business: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 2018-02-21]
    The date the Financial Adviser commenced the appointment: 2016-08-02
    The date the Financial Adviser ceased the appointment: 2017-02-28
    Authorised Representative Name: PAC FINANCIAL PTY. LTD.
    Authorised Representative Number: 001239246
    Rep Appointed ABN: 28608364183
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Not authorised to provide Self Managed Superannuation advice
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
    Licence Number: 000425542
    Licence ABN: 51159696830
    The company(ies) or people who control the licensee's business: ANVIA (AUSTRALIA) PTY LTD [Date Ceased: 2020-06-24]
    The date the Financial Adviser commenced the appointment: 2017-03-07
    The date the Financial Adviser ceased the appointment: 2020-05-26
    Authorised Representative Name: MYPLANNER PROFESSIONAL SERVICES PTY LTD
    Authorised Representative Number: 000425542
    Rep Appointed ABN: 51159696830
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Superannuation excludes Self Managed Superannuation Funds

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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.