You are here

Home » Financial Adviser

Financial Advisers: MARK THOMAS OLIVER Information

This is the detailed information about MARK THOMAS OLIVER, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000284979, the year the Financial Adviser first provided advice is 2001 (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: 000284979
Financial Adviser Name: MARK THOMAS OLIVER
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2001
Adviser Town: East Melbourne
Adviser State: VIC
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: FUTURO FINANCIAL SERVICES PTY LTD
    Licence Number: 000238478
    Licence ABN: 30085870015
    The company(ies) or people who control the licensee's business: HIGHFIELD GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2018-06-25
    The date the Financial Adviser ceased the appointment: 2020-07-24
    Authorised Representative Name: FUTURO FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000238478
    Rep Appointed ABN: 30085870015
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan ~ CFP 1,2,3 - FPA ~ CFP 8 - FPA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Tax Practitioners Board
  2. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
    Licence Number: 000234459
    Licence ABN: 26098725145
    The company(ies) or people who control the licensee's business: AUSTRALIAN UNITY LIMITED
    The date the Financial Adviser commenced the appointment: 2010-10-13
    The date the Financial Adviser ceased the appointment: 2015-01-16
    Authorised Representative Name: MARK THOMAS OLIVER
    Authorised Representative Number: 000284979
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan ~ CFP 1,2,3 - FPA ~ CFP 8 - FPA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Tax Practitioners Board
  3. Financial Adviser Status: Ceased
    Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
    Licence Number: 000237857
    Licence ABN: 13085335397
    The date the Financial Adviser commenced the appointment: 2015-01-16
    The date the Financial Adviser ceased the appointment: 2016-12-09
    Authorised Representative Name: AFFINIA FINANCIAL ADVISERS LIMITED
    Authorised Representative Number: 000237857
    Rep Appointed ABN: 13085335397
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan ~ CFP 1,2,3 - FPA ~ CFP 8 - FPA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Tax Practitioners Board
  4. Financial Adviser Status: Ceased
    Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
    Licence Number: 000307248
    Licence ABN: 87112139321
    The company(ies) or people who control the licensee's business: TERRY MCMASTER [Date Ceased: 2018-08-01]
    The date the Financial Adviser commenced the appointment: 2016-12-09
    The date the Financial Adviser ceased the appointment: 2018-06-22
    Authorised Representative Name: DOVER FINANCIAL ADVISERS PTY LTD
    Authorised Representative Number: 000307248
    Rep Appointed ABN: 87112139321
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan ~ CFP 1,2,3 - FPA ~ CFP 8 - FPA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Tax Practitioners Board
  5. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: BOMBORA ADVICE PTY LTD
    Licence Number: 000439065
    Licence ABN: 40156250565
    The date the Financial Adviser commenced the appointment: 2020-07-24
    Authorised Representative Name: BOMBORA ADVICE PTY LTD
    Authorised Representative Number: 000439065
    Rep Appointed ABN: 40156250565
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance 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: Accredited Listed Product Adviser Program - Kaplan ~ CFP 1,2,3 - FPA ~ CFP 8 - FPA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Tax Practitioners Board
  6. Financial Adviser Status: Ceased
    Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
    Licence Number: 000236643
    Licence ABN: 42000001007
    The company(ies) or people who control the licensee's business: PERPETUAL LIMITED
    The date the Financial Adviser commenced the appointment: 2005-12-01
    The date the Financial Adviser ceased the appointment: 2010-10-13
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Accredited Listed Product Adviser Program - Kaplan ~ CFP 1,2,3 - FPA ~ CFP 8 - FPA ~ Diploma of Financial Advising - Securities Institute ~ Diploma of Financial Services (Financial Planning) - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Tax Practitioners Board

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.