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Financial Advisers: TONY SNOYMAN Information

This is the detailed information about TONY SNOYMAN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000264295, 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 16:55:31.

Financial Adviser Number: 000264295
Financial Adviser Name: TONY SNOYMAN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2018
Adviser Town: Sydney
Adviser Country: Australia
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    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: 2018-12-20
    The date the Financial Adviser ceased the appointment: 2020-07-31
    Authorised Representative Name: CLEARVIEW FINANCIAL ADVICE PTY LTD
    Authorised Representative Number: 000331367
    Rep Appointed ABN: 89133593012
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Science (Actuarial Science) - University of Witwatersrand ~ Statement of Attainment Generic Knowledge, Life Insurance - Financial Education Professionals ~ Statement of Attainment Generic Knowledge, Managed Investments, Superannuation, SMSF - Financial Education Professionals ~ TASACLv2 Commercial Law - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Institute of Actuaries (UK) ~ Institute of Actuaries of Australia
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
    Licence Number: 000237857
    Licence ABN: 13085335397
    The date the Financial Adviser commenced the appointment: 2020-07-31
    Authorised Representative Name: AFFINIA FINANCIAL ADVISERS LIMITED
    Authorised Representative Number: 000237857
    Rep Appointed ABN: 13085335397
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    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: Bachelor of Science (Actuarial Science) - University of Witwatersrand ~ Statement of Attainment Generic Knowledge, Life Insurance - Financial Education Professionals ~ Statement of Attainment Generic Knowledge, Managed Investments, Superannuation, SMSF - Financial Education Professionals ~ TASACLv2 Commercial Law - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Institute of Actuaries (UK) ~ Institute of Actuaries of Australia

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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.