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Financial Advisers: MERVIN WILLY ROBERT Information

This is the detailed information about MERVIN WILLY ROBERT, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000278536, the year the Financial Adviser first provided advice is 2015 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:36.

Financial Adviser Number: 000278536
Financial Adviser Name: MERVIN WILLY ROBERT
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2015
Adviser Town: Browns Plains
Adviser Country: Australia
Adviser Town: Browns Plains
Adviser State: QLD
Adviser Postcode: 4118
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: FINANCIAL STEWARDS PTY LTD
    Licence Number: 000480262
    The date the Financial Adviser commenced the appointment: 2016-02-18
    The date the Financial Adviser ceased the appointment: 2016-08-01
    Authorised Representative Name: PAC FINANCIAL PTY. LTD.
    Authorised Representative Number: 001239246
    Rep Appointed ABN: 28608364183
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology ~ RG146-Tier 1 Specialist Risk Management - International Institute of Technology
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: ADVAMODE FINANCIAL PTY LTD
    Licence Number: 000405652
    Licence ABN: 34149306856
    The company(ies) or people who control the licensee's business: ADVAMODE GROUP LIMITED [Date Ceased: 2016-06-20]
    The date the Financial Adviser commenced the appointment: 2015-09-17
    The date the Financial Adviser ceased the appointment: 2016-02-18
    Authorised Representative Name: ADVAMODE FINANCIAL PTY LTD
    Authorised Representative Number: 000405652
    Rep Appointed ABN: 34149306856
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology ~ RG146-Tier 1 Specialist Risk Management - International Institute of Technology
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: CHUBB INSURANCE AUSTRALIA LTD
    Licence Number: 000239687
    Licence ABN: 23001642020
    The company(ies) or people who control the licensee's business: CHUBB HOLDINGS AUSTRALIA PTY LIMITED ~ CHUBB INA INTERNATIONAL HOLDINGS LIMITED ~ CHUBB LIMITED
    The date the Financial Adviser commenced the appointment: 2013-11-25
    The date the Financial Adviser ceased the appointment: 2014-12-01
    Authorised Representative Name: MERVIN WILLY ROBERT
    Authorised Representative Number: 000278536
    Rep Appointed ABN: 74338019885
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology ~ RG146-Tier 1 Specialist Risk Management - International Institute of Technology
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  4. 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: 2016-08-02
    The date the Financial Adviser ceased the appointment: 2017-02-28
    Authorised Representative Name: PAC FINANCIAL PTY. LTD.
    Authorised Representative Number: 001239246
    Rep Appointed ABN: 28608364183
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology ~ RG146-Tier 1 Specialist Risk Management - International Institute of Technology
    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
  5. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTPLAN PTY LTD
    Licence Number: 000244597
    Licence ABN: 32079967203
    The company(ies) or people who control the licensee's business: Daniel John Renneberg [Date Ceased: 2018-10-24] ~ The Trustee for DNS FAMILY TRUST [Date Ceased: 2018-10-24] ~ Daniel John Renneberg [Date Ceased: 2017-11-09]
    The date the Financial Adviser commenced the appointment: 2017-03-01
    The date the Financial Adviser ceased the appointment: 2018-07-13
    Authorised Representative Name: AUSTPLAN PTY LTD
    Authorised Representative Number: 000244597
    Rep Appointed ABN: 32079967203
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology ~ RG146-Tier 1 Specialist Risk Management - International Institute of Technology
    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
  6. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
    Licence Number: 000425542
    Licence ABN: 51159696830
    The company(ies) or people who control the licensee's business: ANVIA (AUSTRALIA) PTY LTD [Date Ceased: 2020-06-24]
    The date the Financial Adviser commenced the appointment: 2018-07-13
    The date the Financial Adviser ceased the appointment: 2020-06-01
    Authorised Representative Name: MYPLANNER PROFESSIONAL SERVICES PTY LTD
    Authorised Representative Number: 000425542
    Rep Appointed ABN: 51159696830
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - International Institute of Technology ~ RG146-Tier 1 Specialist Risk Management - International Institute of Technology
    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: Advice on superannuation excludes self managed superannuation funds
  7. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AVANA FINANCIAL SOLUTIONS PTY LTD
    Licence Number: 000516325
    Licence ABN: 67631329078
    The company(ies) or people who control the licensee's business: Jason Valentine DAVIS ~ Justin KO ~ John DI NATALE [Date Ceased: 2019-12-13]
    The date the Financial Adviser commenced the appointment: 2020-06-01
    Authorised Representative Name: AVANA FINANCIAL SOLUTIONS PTY LTD
    Authorised Representative Number: 000516325
    Rep Appointed ABN: 67631329078
    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 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: Diploma of Financial Planning - International Institute of Technology ~ RG146-Tier 1 Specialist Risk Management - International Institute of Technology
    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.