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Financial Advisers: ADAM CHARLES LEWIS Information

This is the detailed information about ADAM CHARLES LEWIS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000263377, the year the Financial Adviser first provided advice is 2018 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:30.

Financial Adviser Number: 000263377
Financial Adviser Name: ADAM CHARLES LEWIS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2018
Adviser Town: Cannon Hill
Adviser State: QLD
Adviser Country: Australia
Adviser Town: Cannon Hill
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
    Licence Number: 000389206
    Licence ABN: 26088464939
    The date the Financial Adviser commenced the appointment: 2018-02-14
    The date the Financial Adviser ceased the appointment: 2018-12-10
    Authorised Representative Name: THE TRUSTEE FOR ADAM LEWIS FAMILY TRUST AND THE TRUSTEE FOR THE LEWIS FAMILY TRUST
    Authorised Representative Number: 000430967
    Rep Appointed ABN: 26634902398
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - NIBA College ~ Diploma of Financial Planning - Mentor Education
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: CONSULTUM FINANCIAL ADVISERS PTY LTD
    Licence Number: 000230323
    Licence ABN: 65006373995
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2020-09-18
    Authorised Representative Name: CONSULTUM FINANCIAL ADVISERS PTY LTD
    Authorised Representative Number: 000230323
    Rep Appointed ABN: 65006373995
    Fin Deposit and Payment Products/Non-basic Deposit Products: 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: Advanced Diploma of Financial Services - NIBA College ~ Diploma of Financial Planning - Mentor Education
    Provides details on areas the Financial Adviser is restricted from giving advice on: Advice on superannuation excludes self managed superannuation funds
  3. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
    Licence Number: 000389206
    Licence ABN: 26088464939
    The date the Financial Adviser commenced the appointment: 2018-01-29
    The date the Financial Adviser ceased the appointment: 2018-02-13
    Authorised Representative Name: THE TRUSTEE FOR ADAM LEWIS FAMILY TRUST & THE TRUSTEE FOR THE LEWIS FAMILY TRUST
    Authorised Representative Number: 001240663
    Rep Appointed ABN: 26634902398
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - NIBA College ~ Diploma of Financial Planning - Mentor Education
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD
    Licence Number: 000389206
    Licence ABN: 26088464939
    The date the Financial Adviser commenced the appointment: 2018-12-11
    The date the Financial Adviser ceased the appointment: 2020-09-17
    Authorised Representative Name: THE TRUSTEE FOR ADAM LEWIS FAMILY TRUST
    Authorised Representative Number: 001269101
    Rep Appointed ABN: 64898289341
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Services - NIBA College ~ Diploma of Financial Planning - Mentor Education

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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.