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Financial Advisers: DAVID DAVIDSON Information
This is the detailed information about DAVID DAVIDSON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000242298, the year the Financial Adviser first provided advice is 1995 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:18.
Financial Adviser Number: 000242298
Financial Adviser Name: DAVID DAVIDSON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1995
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Financial Adviser Status: CeasedName of the licence holder: APOGEE FINANCIAL PLANNING LIMITEDLicence Number: 000230689Licence ABN: 28056426932The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITEDThe date the Financial Adviser commenced the appointment: 2003-12-01The date the Financial Adviser ceased the appointment: 2016-06-07Authorised Representative Name: APOGEE FINANCIAL PLANNING LIMITEDAuthorised Representative Number: 000230689Rep Appointed ABN: 28056426932Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor Degree - Economics - Monash University ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Other - Quality Advice Accreditation - Apogee Financial planningProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITEDLicence Number: 000236643Licence ABN: 42000001007The company(ies) or people who control the licensee's business: PERPETUAL LIMITEDThe date the Financial Adviser commenced the appointment: 2020-01-14Authorised Representative Name: PERPETUAL TRUSTEE COMPANY LIMITEDAuthorised Representative Number: 000236643Rep Appointed ABN: 42000001007Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 1Fin Superannuation: 1Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor Degree - Economics - Monash University ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Other - Quality Advice Accreditation - Apogee Financial planningProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CeasedName of the licence holder: BOMBORA ADVICE PTY LTDLicence Number: 000439065Licence ABN: 40156250565The date the Financial Adviser commenced the appointment: 2016-06-08The date the Financial Adviser ceased the appointment: 2020-01-13Authorised Representative Name: BOMBORA ADVICE PTY LTDAuthorised Representative Number: 000439065Rep Appointed ABN: 40156250565Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor Degree - Economics - Monash University ~ Diploma - Financial Planning - Financial Planning Association of Australia ~ Other - Quality Advice Accreditation - Apogee Financial planningProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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.