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Financial Advisers: KARL CEDRIC JONES Information

This is the detailed information about KARL CEDRIC JONES, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000263417, the year the Financial Adviser first provided advice is 1978 (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: 000263417
Financial Adviser Name: KARL CEDRIC JONES
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1978
  1. Financial Adviser Status: Ceased
    Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
    Licence Number: 000331367
    Licence ABN: 89133593012
    The company(ies) or people who control the licensee's business: CLEARVIEW WEALTH LIMITED
    The date the Financial Adviser commenced the appointment: 2014-03-24
    The date the Financial Adviser ceased the appointment: 2014-08-04
    Authorised Representative Name: KARL CEDRIC JONES
    Authorised Representative Number: 000263417
  2. Financial Adviser Status: Ceased
    Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Licence Number: 000243313
    Licence ABN: 33007207650
    The date the Financial Adviser commenced the appointment: 2014-08-04
    The date the Financial Adviser ceased the appointment: 2017-08-02
    Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Authorised Representative Number: 000243313
    Rep Appointed ABN: 33007207650
  3. Financial Adviser Status: Ceased
    Name of the licence holder: SHIELD FINANCIAL SERVICES PTY LTD
    Licence Number: 000345009
    Licence ABN: 14141781802
    The company(ies) or people who control the licensee's business: DAMAJA INVESTMENTS PTY LTD
    The date the Financial Adviser commenced the appointment: 2010-04-01
    The date the Financial Adviser ceased the appointment: 2014-03-20
    Authorised Representative Name: KARL CEDRIC JONES
    Authorised Representative Number: 000263417

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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.