You are here

Home » Financial Adviser

Financial Advisers: ALEKSANDER JANIS EVERSTETS Information

This is the detailed information about ALEKSANDER JANIS EVERSTETS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000281432, the year the Financial Adviser first provided advice is 2010 (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: 000281432
Financial Adviser Name: ALEKSANDER JANIS EVERSTETS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2010
Adviser Town: Burleigh Heads
Adviser State: QLD
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: COMBINED INSURANCE COMPANY OF AMERICA
    Licence Number: 000232409
    Licence ABN: 77009714425
    The date the Financial Adviser commenced the appointment: 2004-10-25
    The date the Financial Adviser ceased the appointment: 2010-06-25
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning and Financial Services - AAMC ~ Diploma of Financial Services - AAMC Training Group
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: THE FINANCIALLINK GROUP PTY LTD
    Licence Number: 000240938
    Licence ABN: 12055622967
    The company(ies) or people who control the licensee's business: The Financial Link Group Holdings Pty Ltd ~ Genesis Financial Inc [Date Ceased: 2020-09-11] ~ BEACON FINANCIAL GROUP PTY LIMITED [Date Ceased: 2020-08-31]
    The date the Financial Adviser commenced the appointment: 2020-09-17
    Authorised Representative Name: THE FINANCIALLINK GROUP PTY LTD
    Authorised Representative Number: 000240938
    Rep Appointed ABN: 12055622967
    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 and Financial Services - AAMC ~ Diploma of Financial Services - 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: Excluding Self - Managed Superannuation Fund and Stand Margin Lending
  3. Financial Adviser Status: Ceased
    Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
    Licence Number: 000326450
    Licence ABN: 59130288578
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2015-03-01
    The date the Financial Adviser ceased the appointment: 2018-06-20
    Authorised Representative Name: WEALTHSURE FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000326450
    Rep Appointed ABN: 59130288578
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning and Financial Services - AAMC ~ Diploma of Financial Services - AAMC Training Group
    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: WEALTHSURE PTY LTD
    Licence Number: 000238030
    Licence ABN: 93097405108
    The date the Financial Adviser commenced the appointment: 2010-06-30
    The date the Financial Adviser ceased the appointment: 2015-02-28
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning and Financial Services - AAMC ~ Diploma of Financial Services - 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: BLUE OCEAN FINANCIAL SERVICES PTY LTD
    Licence Number: 000493361
    Licence ABN: 17615108177
    The company(ies) or people who control the licensee's business: Stuart Aaron MANGION
    The date the Financial Adviser commenced the appointment: 2018-06-21
    The date the Financial Adviser ceased the appointment: 2020-09-16
    Authorised Representative Name: INSURANCE SERVICES GROUP PTY LTD
    Authorised Representative Number: 000363986
    Rep Appointed ABN: 34119704148
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning and Financial Services - AAMC ~ Diploma of Financial Services - 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: Securities Derivatives Self Managed Super Funds Margin Lending Managed Discretionary Accounts

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.