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Financial Advisers: PAUL GRAHAM STEWART Information

This is the detailed information about PAUL GRAHAM STEWART, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000236172, the year the Financial Adviser first provided advice is 2015 (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: 000236172
Financial Adviser Name: PAUL GRAHAM STEWART
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2015
Adviser Town: Kangaroo Point
Adviser State: QLD
Adviser Postcode: 4169
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: SENTINEL PRIVATE WEALTH PTY LTD
    Licence Number: 000344762
    Licence ABN: 45141149304
    The date the Financial Adviser commenced the appointment: 2015-04-28
    The date the Financial Adviser ceased the appointment: 2018-03-29
    Authorised Representative Name: SENTINEL PRIVATE WEALTH PTY LTD
    Authorised Representative Number: 000344762
    Rep Appointed ABN: 45141149304
    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: COMBINED INSURANCE COMPANY OF AMERICA
    Licence Number: 000232409
    Licence ABN: 77009714425
    The date the Financial Adviser commenced the appointment: 2003-09-08
    The date the Financial Adviser ceased the appointment: 2007-11-28
    Authorised Representative Name: PAUL GRAHAM STEWART
    Authorised Representative Number: 000236172
    Rep Appointed ABN: 58134200194
    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)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: CHUBB INSURANCE AUSTRALIA LTD
    Licence Number: 000239687
    Licence ABN: 23001642020
    The company(ies) or people who control the licensee's business: CHUBB HOLDINGS AUSTRALIA PTY LIMITED ~ CHUBB INA INTERNATIONAL HOLDINGS LIMITED ~ CHUBB LIMITED
    The date the Financial Adviser commenced the appointment: 2010-09-13
    The date the Financial Adviser ceased the appointment: 2014-09-22
    Authorised Representative Name: PAUL GRAHAM STEWART
    Authorised Representative Number: 000236172
    Rep Appointed ABN: 58134200194
    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)
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: THE FINANCIALLINK GROUP PTY LTD
    Licence Number: 000240938
    Licence ABN: 12055622967
    The company(ies) or people who control the licensee's business: The Financial Link Group Holdings Pty Ltd ~ Genesis Financial Inc [Date Ceased: 2020-09-11] ~ BEACON FINANCIAL GROUP PTY LIMITED [Date Ceased: 2020-08-31]
    The date the Financial Adviser commenced the appointment: 2018-04-04
    Authorised Representative Name: THE FINANCIALLINK GROUP PTY LTD
    Authorised Representative Number: 000240938
    Rep Appointed ABN: 12055622967
    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)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Excluding Self - Managed Superannuation Funds and Standard Margin Lending
  5. Financial Adviser Status: Ceased
    Name of the licence holder: COMBINED INSURANCE COMPANY OF AMERICA
    Licence Number: 000232409
    Licence ABN: 77009714425
    The date the Financial Adviser commenced the appointment: 2008-01-07
    The date the Financial Adviser ceased the appointment: 2010-09-12
    Authorised Representative Name: PAUL GRAHAM STEWART
    Authorised Representative Number: 000236172
    Rep Appointed ABN: 58134200194
    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)

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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.