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Financial Advisers: DANIEL BUDREIKA Information

This is the detailed information about DANIEL BUDREIKA, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000283192, the year the Financial Adviser first provided advice is 2009 (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: 000283192
Financial Adviser Name: DANIEL BUDREIKA
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2009
Adviser Town: Fullarton
Adviser State: SA
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: NEO FINANCIAL SOLUTIONS PTY LTD
    Licence Number: 000385845
    Licence ABN: 64141607098
    The company(ies) or people who control the licensee's business: PICTURE WEALTH HOLDINGS LIMITED
    The date the Financial Adviser commenced the appointment: 2015-09-07
    The date the Financial Adviser ceased the appointment: 2017-10-17
    Authorised Representative Name: CREATIVE LIFESTYLE SOLUTIONS PTY LTD
    Authorised Representative Number: 000321519
    Rep Appointed ABN: 97110670463
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Applied Finance - University of South Adelaide ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Professional Certificate in Self-Managed Superannuation Funds - University of Adelaide ~ Tier 1 Margin Lending Personal Advice - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: AWP AUSTRALIA PTY LTD
    Licence Number: 000245631
    Licence ABN: 52097227177
    The date the Financial Adviser commenced the appointment: 2004-12-16
    The date the Financial Adviser ceased the appointment: 2006-07-03
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Applied Finance - University of South Adelaide ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Professional Certificate in Self-Managed Superannuation Funds - University of Adelaide ~ Tier 1 Margin Lending Personal Advice - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: GOLD FINANCIAL PTY LTD
    Licence Number: 000291389
    Licence ABN: 50113653946
    The date the Financial Adviser commenced the appointment: 2011-05-02
    The date the Financial Adviser ceased the appointment: 2015-09-07
    Authorised Representative Name: GOLD FINANCIAL PTY LTD
    Authorised Representative Number: 000291389
    Rep Appointed ABN: 50113653946
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Applied Finance - University of South Adelaide ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Professional Certificate in Self-Managed Superannuation Funds - University of Adelaide ~ Tier 1 Margin Lending Personal Advice - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
    Licence Number: 000236523
    Licence ABN: 47097797049
    The company(ies) or people who control the licensee's business: STEINHARDT HOLDINGS PTY LTD
    The date the Financial Adviser commenced the appointment: 2017-10-18
    Authorised Representative Name: INFOCUS SECURITIES AUSTRALIA PTY LTD
    Authorised Representative Number: 000236523
    Rep Appointed ABN: 47097797049
    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/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 Applied Finance - University of South Adelaide ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Professional Certificate in Self-Managed Superannuation Funds - University of Adelaide ~ Tier 1 Margin Lending Personal Advice - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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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.