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Financial Advisers: JUSTIN PORRINS Information
This is the detailed information about JUSTIN PORRINS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000250071, the year the Financial Adviser first provided advice is 2007 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:24.
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Financial Adviser Status: CeasedName of the licence holder: GWM ADVISER SERVICES LIMITEDLicence Number: 000230692Licence ABN: 96002071749The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITEDThe date the Financial Adviser commenced the appointment: 2009-06-01The date the Financial Adviser ceased the appointment: 2014-05-23Authorised Representative Name: JUSTIN PORRINSAuthorised Representative Number: 000250071Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF AssociationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
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Financial Adviser Status: CeasedName of the licence holder: CAPITAL PARTNERS CONSULTING PTY LTDLicence Number: 000227148Licence ABN: 27086670788The date the Financial Adviser commenced the appointment: 2008-01-01The date the Financial Adviser ceased the appointment: 2008-11-01Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF AssociationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTDLicence Number: 000223135Licence ABN: 24093733969The date the Financial Adviser commenced the appointment: 2020-08-15Authorised Representative Name: MIACU FINANCIAL PTY LTDAuthorised Representative Number: 000404604Rep Appointed ABN: 86150441419Fin Deposit and Payment Products/Non-basic Deposit Products: 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 Retirement Savings Account Products: 1Fin Securities: 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: Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF AssociationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
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Financial Adviser Status: CeasedName of the licence holder: DOQUILE PERRETT MEADE FINANCIAL SERVICES LTDLicence Number: 000239690Licence ABN: 48060159917The company(ies) or people who control the licensee's business: DPM Pty LtdThe date the Financial Adviser commenced the appointment: 2015-10-21The date the Financial Adviser ceased the appointment: 2019-10-31Authorised Representative Name: DOQUILE PERRETT MEADE FINANCIAL SERVICES LTDAuthorised Representative Number: 000239690Rep Appointed ABN: 48060159917Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF AssociationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
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Financial Adviser Status: CeasedName of the licence holder: EQUITY TRUSTEES WEALTH SERVICES LIMITEDLicence Number: 000234528Licence ABN: 33006132332The company(ies) or people who control the licensee's business: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 2016-02-27]The date the Financial Adviser commenced the appointment: 2015-04-27The date the Financial Adviser ceased the appointment: 2015-10-13Authorised Representative Name: EQUITY TRUSTEES WEALTH SERVICES LIMITEDAuthorised Representative Number: 000234528Rep Appointed ABN: 33006132332Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF AssociationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CeasedName of the licence holder: INTEGRO HOLDINGS (WA) PTY LTDLicence Number: 000489444The company(ies) or people who control the licensee's business: Hatmour Pty Ltd ATF Gilmour Family TrustThe date the Financial Adviser commenced the appointment: 2019-11-22The date the Financial Adviser ceased the appointment: 2020-08-14Authorised Representative Name: INTEGRO HOLDINGS (WA) PTY LTDAuthorised Representative Number: 000489444Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF AssociationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
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Financial Adviser Status: CeasedName of the licence holder: EQUITY TRUSTEES LIMITEDLicence Number: 000240975Licence ABN: 46004031298The company(ies) or people who control the licensee's business: EQT Holdings LimitedThe date the Financial Adviser commenced the appointment: 2014-06-26The date the Financial Adviser ceased the appointment: 2015-10-13Authorised Representative Name: EQUITY TRUSTEES LIMITEDAuthorised Representative Number: 000240975Rep Appointed ABN: 46004031298Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF AssociationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
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Financial Adviser Status: CeasedName of the licence holder: EQUITY TRUSTEES SUPERANNUATION LIMITEDLicence Number: 000229757Licence ABN: 50055641757The company(ies) or people who control the licensee's business: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITEDThe date the Financial Adviser commenced the appointment: 2014-09-01The date the Financial Adviser ceased the appointment: 2015-10-13Authorised Representative Name: EQUITY TRUSTEES SUPERANNUATION LIMITEDAuthorised Representative Number: 000229757Rep Appointed ABN: 50055641757Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program (ALPA) - Kaplan Professional ~ Bachelor of Commerce (Finance and Marketing) - Curtin University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ SMSF Specialist Advisor (SSA) - SMSF AssociationProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ SMSF Association
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.
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