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Financial Advisers: NICHOLAS LEONARD REILLY Information

This is the detailed information about NICHOLAS LEONARD REILLY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000270811, the year the Financial Adviser first provided advice is 2012 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:33.

Financial Adviser Number: 000270811
Financial Adviser Name: NICHOLAS LEONARD REILLY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2012
Adviser Town: West Melbourne
Adviser State: VIC
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: GUARDIANFP LTD
    Licence Number: 000237641
    Licence ABN: 40003677334
    The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2013-03-01
    The date the Financial Adviser ceased the appointment: 2016-05-27
    Authorised Representative Name: GUARDIANFP LTD
    Authorised Representative Number: 000237641
    Rep Appointed ABN: 40003677334
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Banking and Finance - Victorian University Of Technology ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
    Provides 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: Superannuation excludes Income Streams and SMSF Advice
  2. Financial Adviser Status: Ceased
    Name of the licence holder: AAA FINANCIAL INTELLIGENCE LTD
    Licence Number: 000312478
    Licence ABN: 23093616445
    The date the Financial Adviser commenced the appointment: 2012-04-17
    The date the Financial Adviser ceased the appointment: 2013-02-06
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Banking and Finance - Victorian University Of Technology ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: ALLIANCE WEALTH PTY LTD
    Licence Number: 000449221
    Licence ABN: 93161647007
    The company(ies) or people who control the licensee's business: CENTREPOINT ALLIANCE LIMITED ~ CENTREPOINT WEALTH PTY LTD [Date Ceased: 2018-02-21]
    The date the Financial Adviser commenced the appointment: 2016-05-30
    Authorised Representative Name: INOVAYT WEALTH PTY LTD
    Authorised Representative Number: 000435348
    Rep Appointed ABN: 90155205431
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 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 Banking and Finance - Victorian University Of Technology ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
    Provides 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: not authorised to provide self managed superannuation advice
  4. Financial Adviser Status: Ceased
    Name of the licence holder: ADDWEALTH FINANCIAL SERVICES PTY LTD
    Licence Number: 000222755
    Licence ABN: 56078480118
    The date the Financial Adviser commenced the appointment: 2004-03-10
    The date the Financial Adviser ceased the appointment: 2008-04-16
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Banking and Finance - Victorian University Of Technology ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  5. Financial Adviser Status: Ceased
    Name of the licence holder: INTEGRATED LIFE INSURANCE SOLUTIONS PTY LTD
    Licence Number: 000329338
    Licence ABN: 17128778156
    The company(ies) or people who control the licensee's business: INTEGRATED GROUP PTY LTD [Date Ceased: 2018-08-14]
    The date the Financial Adviser commenced the appointment: 2009-05-14
    The date the Financial Adviser ceased the appointment: 2011-09-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Banking and Finance - Victorian University Of Technology ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)

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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.