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Financial Advisers: RODNEY PAUL EDWARDS Information

This is the detailed information about RODNEY PAUL EDWARDS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000237805, the year the Financial Adviser first provided advice is 1982 (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: 000237805
Financial Adviser Name: RODNEY PAUL EDWARDS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1982
Adviser Town: Caulfield North
Adviser State: VIC
Adviser Postcode: 3161
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: FINANCIAL SOLUTIONS FOR LIFE (AUST) PTY LTD
    Licence Number: 000332907
    Licence ABN: 93007024017
    The date the Financial Adviser commenced the appointment: 2009-04-08
    The date the Financial Adviser ceased the appointment: 2010-08-18
    Authorised Representative Name: RODNEY PAUL EDWARDS
    Authorised Representative Number: 000237805
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Financial Services Essentials - Deakin Financial Services
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Stockbrokers And Financial Advisers Association Limited
  2. Financial Adviser Status: Ceased
    Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
    Licence Number: 000246638
    Licence ABN: 14076093680
    The company(ies) or people who control the licensee's business: INTERPRAC LTD. ~ SEQUOIA FINANCIAL GROUP LTD ~ DOCSCENTRE PTY LTD [Date Ceased: 2017-12-15]
    The date the Financial Adviser commenced the appointment: 2013-03-14
    The date the Financial Adviser ceased the appointment: 2018-03-06
    Authorised Representative Name: INTERPRAC FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000246638
    Rep Appointed ABN: 14076093680
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Financial Services Essentials - Deakin Financial Services
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Stockbrokers And Financial Advisers Association Limited
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
    Licence Number: 000229892
    Licence ABN: 23065921735
    The company(ies) or people who control the licensee's business: Castleguard Trust
    The date the Financial Adviser commenced the appointment: 2019-04-10
    Authorised Representative Name: LIFESPAN FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000229892
    Rep Appointed ABN: 23065921735
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash 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 Managed Investment Schemes/MDA Services: 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: Financial Services Essentials - Deakin Financial Services
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Stockbrokers And Financial Advisers Association Limited
  4. Financial Adviser Status: Ceased
    Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
    Licence Number: 000286786
    Licence ABN: 30113531034
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2018-07-18
    The date the Financial Adviser ceased the appointment: 2019-04-10
    Authorised Representative Name: RECO FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000237194
    Rep Appointed ABN: 21001730301
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Financial Services Essentials - Deakin Financial Services
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Stockbrokers And Financial Advisers Association Limited
    Provides details on areas the Financial Adviser is restricted from giving advice on: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

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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.