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Financial Advisers: ELENI MICHAEL Information
This is the detailed information about ELENI MICHAEL, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000292519, 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 16:55:40.
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Financial Adviser Status: CeasedName of the licence holder: MGD WEALTH LTDLicence Number: 000222600Licence ABN: 53009079725The company(ies) or people who control the licensee's business: 3 TIMES 8 PTY LTDThe date the Financial Adviser commenced the appointment: 2009-02-16The date the Financial Adviser ceased the appointment: 2015-05-22Authorised Representative Name: MGD WEALTH LTDAuthorised Representative Number: 000222600Rep Appointed ABN: 53009079725Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Management) - Queensland University of Technology ~ Bachelor of Business (Management) - Queensland University of Technology ~ CFP - Financial Planning Association of Australia ~ CFP - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Graduate Diploma of Financial Planning ~ Graduate Diploma of Financial Planning - Securities Institute ~ Life Risk Specialist - Financial Planning Association of Australia ~ Life Risk Specialist - Financial Planning Association of Australia ~ SMSF Adviser Education Program - Learning Seat News Limited (FPA) ~ SMSF Specialist - Australian Financial ReviewProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTDLicence Number: 000223135Licence ABN: 24093733969The date the Financial Adviser commenced the appointment: 2018-10-01Authorised Representative Name: CANDOUR WEALTH PTY LTDAuthorised Representative Number: 001268010Rep Appointed ABN: 32628180478Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Government Debentures, Stocks or Bonds: 1Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 1Fin Retirement Savings Account Products: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Standard Margin Lending Facility: 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: Bachelor of Business (Management) - Queensland University of Technology ~ Bachelor of Business (Management) - Queensland University of Technology ~ CFP - Financial Planning Association of Australia ~ CFP - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Graduate Diploma of Financial Planning ~ Graduate Diploma of Financial Planning - Securities Institute ~ Life Risk Specialist - Financial Planning Association of Australia ~ Life Risk Specialist - Financial Planning Association of Australia ~ SMSF Adviser Education Program - Learning Seat News Limited (FPA) ~ SMSF Specialist - Australian Financial ReviewProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)Provides details on areas the Financial Adviser is restricted from giving advice on: This authorised representative is only authorised to give class of product advice in relation to Securities.
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Financial Adviser Status: CeasedName of the licence holder: GODFREY PEMBROKE LIMITEDLicence Number: 000230690Licence ABN: 23002336254The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITEDThe date the Financial Adviser commenced the appointment: 2015-07-10The date the Financial Adviser ceased the appointment: 2016-07-08Authorised Representative Name: GODFREY PEMBROKE LIMITEDAuthorised Representative Number: 000230690Rep Appointed ABN: 23002336254Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Management) - Queensland University of Technology ~ Bachelor of Business (Management) - Queensland University of Technology ~ CFP - Financial Planning Association of Australia ~ CFP - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Graduate Diploma of Financial Planning ~ Graduate Diploma of Financial Planning - Securities Institute ~ Life Risk Specialist - Financial Planning Association of Australia ~ Life Risk Specialist - Financial Planning Association of Australia ~ SMSF Adviser Education Program - Learning Seat News Limited (FPA) ~ SMSF Specialist - Australian Financial ReviewProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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Financial Adviser Status: CeasedName of the licence holder: PRAESCIUS FINANCIAL HOLDINGS PTY LTDLicence Number: 000486455The date the Financial Adviser commenced the appointment: 2016-07-08The date the Financial Adviser ceased the appointment: 2018-09-30Authorised Representative Name: PRAESCIUS FINANCIAL HOLDINGS PTY LTDAuthorised Representative Number: 000486455Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Management) - Queensland University of Technology ~ Bachelor of Business (Management) - Queensland University of Technology ~ CFP - Financial Planning Association of Australia ~ CFP - Financial Planning Association of Australia ~ Graduate Diploma of Financial Planning - Graduate Diploma of Financial Planning ~ Graduate Diploma of Financial Planning - Securities Institute ~ Life Risk Specialist - Financial Planning Association of Australia ~ Life Risk Specialist - Financial Planning Association of Australia ~ SMSF Adviser Education Program - Learning Seat News Limited (FPA) ~ SMSF Specialist - Australian Financial ReviewProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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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