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Financial Advisers: PETER JAMES PEACOCK Information
This is the detailed information about PETER JAMES PEACOCK, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000252671, 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 16:55:26.
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Financial Adviser Status: CeasedName of the licence holder: MORGANS FINANCIAL LIMITEDLicence Number: 000235410Licence ABN: 49010669726The date the Financial Adviser commenced the appointment: 2013-08-19The date the Financial Adviser ceased the appointment: 2019-02-25Authorised Representative Name: MORGANS FINANCIAL LIMITEDAuthorised Representative Number: 000235410Rep Appointed ABN: 49010669726Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Finance & Financial Planning) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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Financial Adviser Status: CeasedName of the licence holder: FINANCIAL INDEX AUSTRALIA PTY LTDLicence Number: 000240559Licence ABN: 90094287037The company(ies) or people who control the licensee's business: FINDEX GROUP LIMITEDThe date the Financial Adviser commenced the appointment: 2009-05-01The date the Financial Adviser ceased the appointment: 2013-06-01Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Finance & Financial Planning) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: TELSTRA SUPER FINANCIAL PLANNING PTY LTDLicence Number: 000218705Licence ABN: 74097777725The company(ies) or people who control the licensee's business: TELSTRA SUPER PTY LTDThe date the Financial Adviser commenced the appointment: 2019-03-25Authorised Representative Name: TELSTRA SUPER FINANCIAL PLANNING PTY LTDAuthorised Representative Number: 000218705Rep Appointed ABN: 74097777725Fin 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: Bachelor of Commerce (Finance & Financial Planning) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan ProfessionalProvides details on the qualifications the adviser has completed that are FASEA approved: 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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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