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Financial Advisers: EGBERT PEREIRA Information

This is the detailed information about EGBERT PEREIRA, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000246102, the year the Financial Adviser first provided advice is 2013 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:21.

Financial Adviser Number: 000246102
Financial Adviser Name: EGBERT PEREIRA
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2013
Adviser Town: Balwyn
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
    Licence Number: 000253125
    Licence ABN: 71106823241
    The date the Financial Adviser commenced the appointment: 2016-05-05
    Authorised Representative Name: POLITIS INVESTMENT STRATEGIES PTY LTD
    Authorised Representative Number: 000253125
    Rep Appointed ABN: 71106823241
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    All Securities: 1
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Science (Accounting) - Southern Illinios University ~ Diploma of Financial Planning - International Institute of Technology ~ SMSF Specialist Advisor - SMSF Porfessional Association of Australia
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ SMSF Association - SMSF Specialist Advisor (SSA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Financial product advice restricted as per "Notice of Authorisation" issued
  2. Financial Adviser Status: Ceased
    Name of the licence holder: COUNT FINANCIAL LIMITED
    Licence Number: 000227232
    Licence ABN: 19001974625
    The company(ies) or people who control the licensee's business: COUNT MEMBER FIRM PTY LTD ~ COUNTPLUS LIMITED ~ COMMONWEALTH BANK OF AUSTRALIA [Date Ceased: 2019-10-01]
    The date the Financial Adviser commenced the appointment: 2013-06-27
    The date the Financial Adviser ceased the appointment: 2016-04-12
    Authorised Representative Name: COUNT FINANCIAL LIMITED
    Authorised Representative Number: 000227232
    Rep Appointed ABN: 19001974625
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Science (Accounting) - Southern Illinios University ~ Diploma of Financial Planning - International Institute of Technology ~ SMSF Specialist Advisor - SMSF Porfessional Association of Australia
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ SMSF Association - SMSF Specialist Advisor (SSA)

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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.