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Financial Advisers: ADAM CLARENCE MASSEY Information

This is the detailed information about ADAM CLARENCE MASSEY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000276723, the year the Financial Adviser first provided advice is 2008 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:35.

Financial Adviser Number: 000276723
Financial Adviser Name: ADAM CLARENCE MASSEY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2008
Adviser Town: Brisbane City
Adviser State: QLD
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: RETIREWELL FINANCIAL PLANNING PTY. LTD.
    Licence Number: 000247062
    Licence ABN: 29070985509
    The date the Financial Adviser commenced the appointment: 2014-03-13
    The date the Financial Adviser ceased the appointment: 2015-03-20
    Authorised Representative Name: ADAM CLARENCE MASSEY
    Authorised Representative Number: 000276723
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business - University of Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AFA - Association of Financial Advisers ~ AICD - Australian Institute of Company Directors ~ CFP - Certified Financial Planner (FPA)
  2. Financial Adviser Status: Ceased
    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: 2015-11-02
    The date the Financial Adviser ceased the appointment: 2016-07-07
    Authorised Representative Name: FINANCIAL ADVICE MATTERS GROUP PTY LTD
    Authorised Representative Number: 001234989
    Rep Appointed ABN: 11605631598
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business - University of Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AFA - Association of Financial Advisers ~ AICD - Australian Institute of Company Directors ~ CFP - Certified Financial Planner (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: FITZPATRICKS PRIVATE WEALTH PTY LTD
    Licence Number: 000247429
    Licence ABN: 33093667595
    The company(ies) or people who control the licensee's business: FTZ TOPCO PTY LTD ~ ftz holdco pty ltd ~ ftz mezzco pty ltd ~ yorkway (victoria) bidco pty ltd
    The date the Financial Adviser commenced the appointment: 2008-10-01
    The date the Financial Adviser ceased the appointment: 2013-12-02
    Authorised Representative Name: ADAM CLARENCE MASSEY
    Authorised Representative Number: 000276723
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business - University of Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AFA - Association of Financial Advisers ~ AICD - Australian Institute of Company Directors ~ CFP - Certified Financial Planner (FPA)
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FUTURO FINANCIAL SERVICES PTY LTD
    Licence Number: 000238478
    Licence ABN: 30085870015
    The company(ies) or people who control the licensee's business: HIGHFIELD GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2019-08-26
    Authorised Representative Name: FUTURO FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000238478
    Rep Appointed ABN: 30085870015
    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 Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 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 Business - University of Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AFA - Association of Financial Advisers ~ AICD - Australian Institute of Company Directors ~ CFP - Certified Financial Planner (FPA)
  5. Financial Adviser Status: Ceased
    Name of the licence holder: M1-PLAN PTY LTD
    Licence Number: 000300219
    Licence ABN: 48097317069
    The date the Financial Adviser commenced the appointment: 2015-05-06
    The date the Financial Adviser ceased the appointment: 2015-10-30
    Authorised Representative Name: M1-PLAN PTY LTD
    Authorised Representative Number: 000300219
    Rep Appointed ABN: 48097317069
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business - University of Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AFA - Association of Financial Advisers ~ AICD - Australian Institute of Company Directors ~ CFP - Certified Financial Planner (FPA)
  6. Financial Adviser Status: Ceased
    Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
    Licence Number: 000234665
    Licence ABN: 35002976294
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 2016-02-27]
    The date the Financial Adviser commenced the appointment: 2016-10-26
    The date the Financial Adviser ceased the appointment: 2019-08-25
    Authorised Representative Name: CHARTER FINANCIAL PLANNING LIMITED
    Authorised Representative Number: 000234665
    Rep Appointed ABN: 35002976294
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business - University of Queensland ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AFA - Association of Financial Advisers ~ AICD - Australian Institute of Company Directors ~ CFP - Certified Financial Planner (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

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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.