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Financial Advisers: JOSEPH JOHN ZERELLA Information

This is the detailed information about JOSEPH JOHN ZERELLA, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000250800, 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 16:55:25.

Financial Adviser Number: 000250800
Financial Adviser Name: JOSEPH JOHN ZERELLA
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2007
Adviser Town: Norwood
Adviser State: SA
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
    Licence Number: 000236523
    Licence ABN: 47097797049
    The company(ies) or people who control the licensee's business: STEINHARDT HOLDINGS PTY LTD
    The date the Financial Adviser commenced the appointment: 2010-07-08
    Authorised Representative Name: INFOCUS SECURITIES AUSTRALIA PTY LTD
    Authorised Representative Number: 000236523
    Rep Appointed ABN: 47097797049
    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: Bachelor of Commerce - The Flinders University of South Australia ~ Diploma of Financial Services - Kaplan ~ SuperConcepts & ICFS Specialist SMSF Course - University of Adelaide
    Provides details on areas the Financial Adviser is restricted from giving advice on: Direct Equities excludes direct equities advice

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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.