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Financial Advisers: PATRICK JAMES DYSART Information

This is the detailed information about PATRICK JAMES DYSART, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000285835, the year the Financial Adviser first provided advice is 2013 (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: 000285835
Financial Adviser Name: PATRICK JAMES DYSART
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2013
Adviser Town: Bundall
Adviser State: QLD
Adviser Postcode: 4217
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AURA WEALTH PTY LTD.
    Licence Number: 000380552
    Licence ABN: 34122486935
    The company(ies) or people who control the licensee's business: Spark Partnership Group Holdings Pty Ltd ~ AURA GROUP PTY LTD [Date Ceased: 2020-03-13] ~ BARRY PARKER [Date Ceased: 2017-07-13]
    The date the Financial Adviser commenced the appointment: 2017-09-29
    Authorised Representative Name: AURA WEALTH PTY LTD.
    Authorised Representative Number: 000380552
    Rep Appointed ABN: 34122486935
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 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: Advanced Diploma - Financial Planning - INTERNATIONAL INSTITUTE OF TECHNOLOGY ~ Diploma - Financial Planning - INTERNATIONAL INSTITUTE OF TECHNOLOGY ~ Self Managed Superannuation Fund Adviser (Personal Advice) - MENTOR
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Tax Practitioners Board
  2. Financial Adviser Status: Ceased
    Name of the licence holder: GWM ADVISER SERVICES LIMITED
    Licence Number: 000230692
    Licence ABN: 96002071749
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2012-11-26
    The date the Financial Adviser ceased the appointment: 2017-10-20
    Authorised Representative Name: GWM ADVISER SERVICES LIMITED
    Authorised Representative Number: 000230692
    Rep Appointed ABN: 96002071749
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Advanced Diploma - Financial Planning - INTERNATIONAL INSTITUTE OF TECHNOLOGY ~ Diploma - Financial Planning - INTERNATIONAL INSTITUTE OF TECHNOLOGY ~ Self Managed Superannuation Fund Adviser (Personal Advice) - MENTOR
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Tax Practitioners Board

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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.