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Financial Advisers: GREGORY KEITH CONDON Information
This is the detailed information about GREGORY KEITH CONDON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000289705, 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 16:55:39.
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Financial Adviser Status: CeasedName of the licence holder: GUARDIANFP LTDLicence Number: 000237641Licence ABN: 40003677334The company(ies) or people who control the licensee's business: SUNCORP GROUP LIMITEDThe date the Financial Adviser commenced the appointment: 2009-04-03The date the Financial Adviser ceased the appointment: 2015-07-13Authorised Representative Name: GUARDIANFP LTDAuthorised Representative Number: 000237641Rep Appointed ABN: 40003677334Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Financial Services Training & AssessmentProvides details on areas the Financial Adviser is restricted from giving advice on: Superannuation excludes SMSF Advice
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Financial Adviser Status: CeasedName of the licence holder: AUSTRALIAN LIFE INSURANCE DISTRIBUTION PTY LTDLicence Number: 000226403Licence ABN: 31103157811The date the Financial Adviser commenced the appointment: 2005-06-21The date the Financial Adviser ceased the appointment: 2009-02-17Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment
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Financial Adviser Status: CurrentName of the licence holder: BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & TRUSTEE HICKEY FAMILY TRUST & TRUSTEE MCCANN WEALTH TRUST & TRUSTEE J&J RECUPERO WEALTH TRUST & TRUSTEE KLT WEALTH TRUSTLicence Number: 000329868Licence ABN: 92199487611The date the Financial Adviser commenced the appointment: 2017-01-01Authorised Representative Name: BAVOLYAR INVESTMENT TRUST & PATTERSON FAMILY TRUST & THE BYE INVESTMENT TRUST & TRUSTEE HICKEY FAMILY TRUST & TRUSTEE MCCANN WEALTH TRUST & TRUSTEE J&J RECUPERO WEALTH TRUST & TRUSTEE KLT WEALTH TRUSTAuthorised Representative Number: 000329868Rep Appointed ABN: 92199487611Fin Life Products/Life Risk Insurance Products: 1Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment
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Financial Adviser Status: CeasedName of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTDLicence Number: 000243313Licence ABN: 33007207650The date the Financial Adviser commenced the appointment: 2016-01-21The date the Financial Adviser ceased the appointment: 2016-06-07Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTDAuthorised Representative Number: 000243313Rep Appointed ABN: 33007207650Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment
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Financial Adviser Status: CeasedName of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITEDLicence Number: 000237590Licence ABN: 15089512587The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD ~ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED [Date Ceased: 2018-10-05]The date the Financial Adviser commenced the appointment: 2016-07-04The date the Financial Adviser ceased the appointment: 2016-07-21Authorised Representative Name: FINANCIAL SERVICES PARTNERS PTY LIMITEDAuthorised Representative Number: 000237590Rep Appointed ABN: 15089512587Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Services (Financial Planning) - Financial Services Training & AssessmentProvides details on areas the Financial Adviser is restricted from giving advice on: Government Debentures, Stocks or Bonds: Class of product only, Securities: Class of product only, Superannuation: Not authorised to provide SMSF advice.
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.
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