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Financial Advisers: SIMONE MURRAY Information

This is the detailed information about SIMONE MURRAY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000267394, the year the Financial Adviser first provided advice is 2011 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:32.

Financial Adviser Number: 000267394
Financial Adviser Name: SIMONE MURRAY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2011
Adviser Town: Melbourne
Adviser State: VIC
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: POLICE FINANCIAL SERVICES LIMITED
    Licence Number: 000240293
    Licence ABN: 33087651661
    The date the Financial Adviser commenced the appointment: 2019-01-14
    The date the Financial Adviser ceased the appointment: 2019-04-30
    Authorised Representative Name: POLICE FINANCIAL SERVICES LIMITED
    Authorised Representative Number: 000240293
    Rep Appointed ABN: 33087651661
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Listed Products Accreditation Course - LPAC Online ~ Bachelor of Business (Accounting) - University of Ballart ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: SECURITOR FINANCIAL GROUP LTD
    Licence Number: 000240687
    Licence ABN: 48009189495
    The company(ies) or people who control the licensee's business: WESTPAC BANKING CORPORATION
    The date the Financial Adviser commenced the appointment: 2011-07-11
    The date the Financial Adviser ceased the appointment: 2017-09-15
    Authorised Representative Name: SECURITOR FINANCIAL GROUP LTD
    Authorised Representative Number: 000240687
    Rep Appointed ABN: 48009189495
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Listed Products Accreditation Course - LPAC Online ~ Bachelor of Business (Accounting) - University of Ballart ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Excluding Self Managed Superannuation Funds
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FYG PLANNERS PTY LTD
    Licence Number: 000224543
    Licence ABN: 55094972540
    The company(ies) or people who control the licensee's business: The Trustee for Mancell Family Trust
    The date the Financial Adviser commenced the appointment: 2020-01-13
    Authorised Representative Name: THE TRUSTEE FOR RASIAH PRIVATE UNIT TRUST
    Authorised Representative Number: 001260589
    Rep Appointed ABN: 59410604890
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash 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 Securities: 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: ASX Listed Products Accreditation Course - LPAC Online ~ Bachelor of Business (Accounting) - University of Ballart ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional Education
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA)



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.