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Financial Advisers: JAMES JOHN WORRALL AGAR Information

This is the detailed information about JAMES JOHN WORRALL AGAR, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000250848, the year the Financial Adviser first provided advice is 1972 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:26.

Financial Adviser Number: 000250848
Financial Adviser Name: JAMES JOHN WORRALL AGAR
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1972
  1. Financial Adviser Status: Current
    Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Licence Number: 000234951
    Licence ABN: 11074608558
    The company(ies) or people who control the licensee's business: CENTREPOINT WEALTH PTY LTD
    The date the Financial Adviser commenced the appointment: 2007-09-21
    Authorised Representative Name: AGAR CAMERON FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000291646
    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 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: Certified Financial Planner - FPA ~ Diploma of Financial planning - FPA ~ Self Managed Super Fund Course - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ SMSF Association

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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.