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Financial Advisers: ALAN DAVID HENDERSON Information

This is the detailed information about ALAN DAVID HENDERSON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000242155, the year the Financial Adviser first provided advice is 1983 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:17.

Financial Adviser Number: 000242155
Financial Adviser Name: ALAN DAVID HENDERSON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1983
  1. Financial Adviser Status: Ceased
    Name of the licence holder: W B FINANCIAL MANAGEMENT PTY LTD
    Licence Number: 000236839
    Licence ABN: 71073303885
    The date the Financial Adviser commenced the appointment: 2007-04-16
    The date the Financial Adviser ceased the appointment: 2013-06-04
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - Financial Planning Association of Australia Limited
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Certified Financial Planner (CFP)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
    Licence Number: 000307248
    Licence ABN: 87112139321
    The company(ies) or people who control the licensee's business: TERRY MCMASTER [Date Ceased: 2018-08-01]
    The date the Financial Adviser commenced the appointment: 2013-06-04
    The date the Financial Adviser ceased the appointment: 2018-07-06
    Authorised Representative Name: DOVER FINANCIAL ADVISERS PTY LTD
    Authorised Representative Number: 000307248
    Rep Appointed ABN: 87112139321
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - Financial Planning Association of Australia Limited
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Certified Financial Planner (CFP)
  3. 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: 2018-07-17
    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 - Financial Planning Association of Australia Limited
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Certified Financial Planner (CFP)

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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.