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Financial Advisers: NOEL ROBERT MARSHALL Information

This is the detailed information about NOEL ROBERT MARSHALL, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000237774, the year the Financial Adviser first provided advice is 1980 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:15.

Financial Adviser Number: 000237774
Financial Adviser Name: NOEL ROBERT MARSHALL
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1980
Adviser Town: Mount Waverley
Adviser State: VIC
Adviser Postcode: 3149
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: SENTRY FINANCIAL PLANNING PTY LTD
    Licence Number: 000247105
    Licence ABN: 74099029526
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD [Date Ceased: 2020-06-29]
    The date the Financial Adviser commenced the appointment: 2004-02-01
    The date the Financial Adviser ceased the appointment: 2011-08-12
    Authorised Representative Name: NOEL ROBERT MARSHALL
    Authorised Representative Number: 000237774
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ADFS 1 Taxation Planning - Mentor Education Group ~ ADFS 2 Estate Planning - Kaplan ~ ADFS 3 Advanced Investment Planning - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finance Brokers Association of Australia ~ Tax Practitioners Board
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: WATERSHED DEALER SERVICES PTY LTD
    Licence Number: 000436357
    Licence ABN: 29162693272
    The company(ies) or people who control the licensee's business: RNB GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2018-10-26
    Authorised Representative Name: WEALTH FOUNDRY PTY LTD
    Authorised Representative Number: 000412586
    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: ADFS 1 Taxation Planning - Mentor Education Group ~ ADFS 2 Estate Planning - Kaplan ~ ADFS 3 Advanced Investment Planning - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finance Brokers Association of Australia ~ Tax Practitioners Board
  3. Financial Adviser Status: Ceased
    Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Licence Number: 000243313
    Licence ABN: 33007207650
    The date the Financial Adviser commenced the appointment: 2013-06-17
    The date the Financial Adviser ceased the appointment: 2018-10-26
    Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Authorised Representative Number: 000243313
    Rep Appointed ABN: 33007207650
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ADFS 1 Taxation Planning - Mentor Education Group ~ ADFS 2 Estate Planning - Kaplan ~ ADFS 3 Advanced Investment Planning - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finance Brokers Association of Australia ~ Tax Practitioners Board
  4. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN PLANNING SERVICES PTY LTD
    Licence Number: 000225982
    Licence ABN: 55010521810
    The company(ies) or people who control the licensee's business: HEINE BROTHERS PTY LTD [Date Ceased: 2019-06-19] ~ Michael Max HEINE [Date Ceased: 2019-06-19] ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 2017-11-09]
    The date the Financial Adviser commenced the appointment: 2011-08-13
    The date the Financial Adviser ceased the appointment: 2013-06-14
    Authorised Representative Name: NOEL ROBERT MARSHALL
    Authorised Representative Number: 000237774
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ADFS 1 Taxation Planning - Mentor Education Group ~ ADFS 2 Estate Planning - Kaplan ~ ADFS 3 Advanced Investment Planning - Mentor Education Group ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Finance Brokers Association of Australia ~ Tax Practitioners Board

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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.