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Financial Advisers: JOHN ROBERT WATERS Information

This is the detailed information about JOHN ROBERT WATERS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000284940, 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 16:55:38.

Financial Adviser Number: 000284940
Financial Adviser Name: JOHN ROBERT WATERS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2010
  1. Financial Adviser Status: Current
    Name of the licence holder: WEALTH TODAY PTY LTD
    Licence Number: 000340289
    Licence ABN: 62133393263
    The company(ies) or people who control the licensee's business: WT FINANCIAL GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2019-05-07
    Authorised Representative Name: JRPS HOLDINGS PTY LTD
    Authorised Representative Number: 001275595
    Rep Appointed ABN: 63632416016
    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 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: Certificate IV in Finance Services ( Finance/Mortage Broking) - Plan Connect ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group
  2. Financial Adviser Status: Ceased
    Name of the licence holder: WEALTH TODAY PTY LTD
    Licence Number: 000340289
    Licence ABN: 62133393263
    The company(ies) or people who control the licensee's business: WT FINANCIAL GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2010-10-15
    The date the Financial Adviser ceased the appointment: 2019-05-06
    Authorised Representative Name: ROBLEE INVESTMENTS PTY LTD
    Authorised Representative Number: 000385199
    Rep Appointed ABN: 29146774790
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV in Finance Services ( Finance/Mortage Broking) - Plan Connect ~ Diploma of Financial Services (Financial Planning) - AAMC Training Group

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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.