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Financial Advisers: BENJAMIN JAMES DAY Information
This is the detailed information about BENJAMIN JAMES DAY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000258191, the year the Financial Adviser first provided advice is 2014 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:28.
Financial Adviser Number: 000258191
Financial Adviser Name: BENJAMIN JAMES DAY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2014
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CeasedName of the licence holder: MERITUM FINANCIAL GROUP PTY LTDLicence Number: 000245569Licence ABN: 93106888215The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITEDThe date the Financial Adviser commenced the appointment: 2018-02-01The date the Financial Adviser ceased the appointment: 2020-03-24Authorised Representative Name: MERITUM FINANCIAL GROUP PTY LTDAuthorised Representative Number: 000245569Rep Appointed ABN: 93106888215Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Financial Planning FNS50611 - Pinnacle Financial Services AcademyProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CeasedName of the licence holder: MERITUM FINANCIAL GROUP PTY LTDLicence Number: 000245569Licence ABN: 93106888215The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITEDThe date the Financial Adviser commenced the appointment: 2020-03-25The date the Financial Adviser ceased the appointment: 2020-03-30Authorised Representative Name: MERITUM FINANCIAL GROUP PTY LTDAuthorised Representative Number: 000245569Rep Appointed ABN: 93106888215Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Financial Planning FNS50611 - Pinnacle Financial Services AcademyProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: BOMBORA ADVICE PTY LTDLicence Number: 000439065Licence ABN: 40156250565The date the Financial Adviser commenced the appointment: 2020-03-31Authorised Representative Name: BOMBORA ADVICE PTY LTDAuthorised Representative Number: 000439065Rep Appointed ABN: 40156250565Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 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: Diploma Financial Planning FNS50611 - Pinnacle Financial Services AcademyProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
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Financial Adviser Status: CeasedName of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTDLicence Number: 000244252Licence ABN: 61094529987The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]The date the Financial Adviser commenced the appointment: 2014-03-21The date the Financial Adviser ceased the appointment: 2018-01-31Authorised Representative Name: MILLENNIUM 3 FINANCIAL SERVICES PTY LTDAuthorised Representative Number: 000244252Rep Appointed ABN: 61094529987Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Financial Planning FNS50611 - Pinnacle Financial Services AcademyProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)Provides details on areas the Financial Adviser is restricted from giving advice on: No SMSF permitted
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.