You are here

Home » Financial Adviser

Financial Advisers: STEVEN NEIL CREELMAN Information

This is the detailed information about STEVEN NEIL CREELMAN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000280766, 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 16:55:37.

Financial Adviser Number: 000280766
Financial Adviser Name: STEVEN NEIL CREELMAN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2015
Adviser Town: Oakleigh
Adviser State: VIC
Adviser Postcode: 3166
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AKAMBO PTY LTD
    Licence Number: 000322056
    Licence ABN: 16123078900
    The date the Financial Adviser commenced the appointment: 2017-02-15
    Authorised Representative Name: AKAMBO PTY LTD
    Authorised Representative Number: 000322056
    Rep Appointed ABN: 16123078900
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 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: Advanced Diploma of Financial Planning (Qualification) - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: SMSF ADVICE PTY LIMITED
    Licence Number: 000234664
    Licence ABN: 11074225353
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP GROUP HOLDINGS LIMITED ~ AMP HOLDINGS LIMITED ~ AMP LIMITED ~ AMP WEALTH MANAGEMENT HOLDINGS PTY LTD ~ NATIONAL MUTUAL FUNDS MANAGEMENT (GLOBAL) LIMITED
    The date the Financial Adviser commenced the appointment: 2014-06-18
    The date the Financial Adviser ceased the appointment: 2016-11-04
    Authorised Representative Name: SMSF ADVICE PTY LIMITED
    Authorised Representative Number: 000234664
    Rep Appointed ABN: 11074225353
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Planning (Qualification) - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)
    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.
  3. Financial Adviser Status: Ceased
    Name of the licence holder: MUTUAL TRUST PTY LTD
    Licence Number: 000234590
    Licence ABN: 71004285330
    The date the Financial Adviser commenced the appointment: 2004-09-28
    The date the Financial Adviser ceased the appointment: 2005-08-03
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma of Financial Planning (Qualification) - Integrity Education Group ~ Diploma of Financial Planning - Integrity Education Group
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



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.