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Financial Advisers: ANDREW KIRKCALDIE Information

This is the detailed information about ANDREW KIRKCALDIE, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000283896, the year the Financial Adviser first provided advice is 2012 (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: 000283896
Financial Adviser Name: ANDREW KIRKCALDIE
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2012
Adviser Town: Zillmere
Adviser State: QLD
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: HAVANA FINANCIAL SERVICES PTY LTD
    Licence Number: 000500435
    Licence ABN: 90619804518
    The company(ies) or people who control the licensee's business: Alexander EUVRARD
    The date the Financial Adviser commenced the appointment: 2019-10-11
    Authorised Representative Name: HAVANA FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000500435
    Rep Appointed ABN: 90619804518
    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: 928 Margin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    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: HNW PLANNING PTY LTD
    Licence Number: 000225216
    Licence ABN: 42083745055
    The company(ies) or people who control the licensee's business: HNW GROUP HOLDINGS PTY LIMITED
    The date the Financial Adviser commenced the appointment: 2015-11-13
    The date the Financial Adviser ceased the appointment: 2016-08-01
    Authorised Representative Name: HNW PLANNING PTY LTD
    Authorised Representative Number: 000225216
    Rep Appointed ABN: 42083745055
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: 928 Margin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    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: A.C.N. 140 520 225 PTY LTD
    Licence Number: 000345905
    Licence ABN: 28140520225
    The date the Financial Adviser commenced the appointment: 2016-08-02
    The date the Financial Adviser ceased the appointment: 2017-02-20
    Authorised Representative Name: A.C.N. 140 520 225 PTY LTD
    Authorised Representative Number: 000345905
    Rep Appointed ABN: 28140520225
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: 928 Margin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    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: PINNACLE ADVISER SERVICES PTY LTD
    Licence Number: 000412816
    Licence ABN: 36131545536
    The company(ies) or people who control the licensee's business: Beeton Hostelling Pty Limited [Date Ceased: 2020-10-02]
    The date the Financial Adviser commenced the appointment: 2017-02-20
    The date the Financial Adviser ceased the appointment: 2019-10-11
    Authorised Representative Name: INTEGRITY FINANCIAL MANAGEMENT PTY. LTD.
    Authorised Representative Number: 001237239
    Rep Appointed ABN: 57608512090
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: 928 Margin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    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: 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: 2015-11-13
    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: 928 Margin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  6. Financial Adviser Status: Ceased
    Name of the licence holder: COMMONWEALTH FINANCIAL PLANNING LIMITED
    Licence Number: 000231139
    Licence ABN: 65003900169
    The company(ies) or people who control the licensee's business: COMMONWEALTH BANK OF AUSTRALIA
    The date the Financial Adviser commenced the appointment: 2012-10-08
    The date the Financial Adviser ceased the appointment: 2014-06-21
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: 928 Margin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  7. 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: 2014-06-25
    The date the Financial Adviser ceased the appointment: 2015-02-28
    Authorised Representative Name: THIEL PARTNERS WEALTH MANAGERS PTY LTD
    Authorised Representative Number: 000406272
    Rep Appointed ABN: 25149352554
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: 928 Margin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)
  8. Financial Adviser Status: Ceased
    Name of the licence holder: ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
    Licence Number: 000258853
    Licence ABN: 25107671563
    The company(ies) or people who control the licensee's business: Mayfair Limited [Date Ceased: 2020-04-08]
    The date the Financial Adviser commenced the appointment: 2011-06-04
    The date the Financial Adviser ceased the appointment: 2012-10-07
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: 928 Margin Lending - Knowledge and Skills - Kaplan ~ Advanced Diploma of Financial Planning - Kaplan ~ Diploma of Financial Planning - Kaplan ~ Self Managed Superannuation Funds - Kaplan
    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.