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Financial Advisers: GYE EDWARD DUNCAN Information
This is the detailed information about GYE EDWARD DUNCAN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000248335, the year the Financial Adviser first provided advice is 1994 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:23.
Financial Adviser Number: 000248335
Financial Adviser Name: GYE EDWARD DUNCAN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1994
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: GCR FINANCIAL PTY LTDLicence Number: 000333543Licence ABN: 61133869182The date the Financial Adviser commenced the appointment: 2009-05-06Authorised Representative Name: GCR FINANCIAL PTY LTDAuthorised Representative Number: 000333543Rep Appointed ABN: 61133869182Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Deposit & Payment Products – Non-Cash Deposit Products: 1Fin Derivatives: 1Fin Government Debentures, Stocks or Bonds: 1Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 1Fin Managed Investment Schemes/MDA Services: 1Fin Retirement Savings Account Products: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Standard Margin Lending Facility: 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: Advanced Diploma of Australian Taxation Law - AIFSA ~ Diploma of Finance and Mortgage Brokering Management - National Finance Institute ~ Diploma of Insurance Brokering - ANZIIF ~ Master of Applied Finance - Kaplan Higher Education ~ Master of Financial Planning (currently studying) and Diploma of Financial Planning - Kaplan Higher Education and FPA/Deakin UniProvides details on the qualifications the adviser has completed that are FASEA approved: 2003 - Master of Financial Planning (currently studying) and Diploma of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education and FPA/Deakin Uni~2008 - Diploma of Insurance Brokering - Diploma (AQF 5) - ANZIIF~2011 - Diploma of Finance and Mortgage Brokering Management - Diploma (AQF 5) - National Finance Institute~2013 - Advanced Diploma of Australian Taxation Law - Advanced Diploma (AQF 6) - AIFSA~2016 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher EducationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Securities and Derivatives Advisers of Australia (ASDAA) - Full Member ~ National Insurance Brokers Association (NIBA) - Qualified Practising Insurance Broker (QPIB) ~ The Tax Practitioner Board (TPB) - Registered Tax Financial AdviserProvides details on areas the Financial Adviser is restricted from giving advice on: Derivatives Limited to Option Contracts
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Financial Adviser Status: CeasedName of the licence holder: GUARDIANFP LTDLicence Number: 000237641Licence ABN: 40003677334The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITEDThe date the Financial Adviser commenced the appointment: 2005-09-07The date the Financial Adviser ceased the appointment: 2010-09-07Authorised Representative Name: DUNCAN ASSET MANAGEMENT PTY LTDAuthorised Representative Number: 000293425Rep Appointed ABN: 31082003414Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Australian Taxation Law - AIFSA ~ Diploma of Finance and Mortgage Brokering Management - National Finance Institute ~ Diploma of Insurance Brokering - ANZIIF ~ Master of Applied Finance - Kaplan Higher Education ~ Master of Financial Planning (currently studying) and Diploma of Financial Planning - Kaplan Higher Education and FPA/Deakin UniProvides details on the qualifications the adviser has completed that are FASEA approved: 2003 - Master of Financial Planning (currently studying) and Diploma of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education and FPA/Deakin Uni~2008 - Diploma of Insurance Brokering - Diploma (AQF 5) - ANZIIF~2011 - Diploma of Finance and Mortgage Brokering Management - Diploma (AQF 5) - National Finance Institute~2013 - Advanced Diploma of Australian Taxation Law - Advanced Diploma (AQF 6) - AIFSA~2016 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher EducationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Securities and Derivatives Advisers of Australia (ASDAA) - Full Member ~ National Insurance Brokers Association (NIBA) - Qualified Practising Insurance Broker (QPIB) ~ The Tax Practitioner Board (TPB) - Registered Tax Financial Adviser
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Financial Adviser Status: CeasedName of the licence holder: AMP FINANCIAL PLANNING PTY LIMITEDLicence Number: 000232706Licence ABN: 89051208327The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP GROUP HOLDINGS LIMITED ~ AMP HOLDINGS LIMITED ~ AMP LIMITED ~ AMP WEALTH MANAGEMENT HOLDINGS PTY LTD ~ NATIONAL MUTUAL FUNDS MANAGEMENT (GLOBAL) LIMITEDThe date the Financial Adviser commenced the appointment: 1993-01-01The date the Financial Adviser ceased the appointment: 2005-09-05Authorised Representative Name: GYE EDWARD DUNCANAuthorised Representative Number: 000248335Rep Appointed ABN: 93225804353Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Australian Taxation Law - AIFSA ~ Diploma of Finance and Mortgage Brokering Management - National Finance Institute ~ Diploma of Insurance Brokering - ANZIIF ~ Master of Applied Finance - Kaplan Higher Education ~ Master of Financial Planning (currently studying) and Diploma of Financial Planning - Kaplan Higher Education and FPA/Deakin UniProvides details on the qualifications the adviser has completed that are FASEA approved: 2003 - Master of Financial Planning (currently studying) and Diploma of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education and FPA/Deakin Uni~2008 - Diploma of Insurance Brokering - Diploma (AQF 5) - ANZIIF~2011 - Diploma of Finance and Mortgage Brokering Management - Diploma (AQF 5) - National Finance Institute~2013 - Advanced Diploma of Australian Taxation Law - Advanced Diploma (AQF 6) - AIFSA~2016 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher EducationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Securities and Derivatives Advisers of Australia (ASDAA) - Full Member ~ National Insurance Brokers Association (NIBA) - Qualified Practising Insurance Broker (QPIB) ~ The Tax Practitioner Board (TPB) - Registered Tax Financial Adviser
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Financial Adviser Status: CeasedName of the licence holder: AAI LIMITEDLicence Number: 000230859Licence ABN: 48005297807The date the Financial Adviser commenced the appointment: 2006-01-01The date the Financial Adviser ceased the appointment: 2008-08-24Authorised Representative Name: GYE EDWARD DUNCANAuthorised Representative Number: 000248335Rep Appointed ABN: 93225804353Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Australian Taxation Law - AIFSA ~ Diploma of Finance and Mortgage Brokering Management - National Finance Institute ~ Diploma of Insurance Brokering - ANZIIF ~ Master of Applied Finance - Kaplan Higher Education ~ Master of Financial Planning (currently studying) and Diploma of Financial Planning - Kaplan Higher Education and FPA/Deakin UniProvides details on the qualifications the adviser has completed that are FASEA approved: 2003 - Master of Financial Planning (currently studying) and Diploma of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education and FPA/Deakin Uni~2008 - Diploma of Insurance Brokering - Diploma (AQF 5) - ANZIIF~2011 - Diploma of Finance and Mortgage Brokering Management - Diploma (AQF 5) - National Finance Institute~2013 - Advanced Diploma of Australian Taxation Law - Advanced Diploma (AQF 6) - AIFSA~2016 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher EducationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Securities and Derivatives Advisers of Australia (ASDAA) - Full Member ~ National Insurance Brokers Association (NIBA) - Qualified Practising Insurance Broker (QPIB) ~ The Tax Practitioner Board (TPB) - Registered Tax Financial Adviser
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.