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Financial Advisers: HAYDEN JAMES KERDEL Information

This is the detailed information about HAYDEN JAMES KERDEL, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000296589, 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 16:55:42.

Financial Adviser Number: 000296589
Financial Adviser Name: HAYDEN JAMES KERDEL
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2013
Adviser Town: Joondalup
Adviser State: WA
Adviser Country: Australia
Adviser Town: West Perth
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: SPECTRUM WEALTH ADVISERS PTY LTD
    Licence Number: 000334400
    Licence ABN: 57134661706
    The company(ies) or people who control the licensee's business: Freedom Insurance Group Pty Ltd [Date Ceased: 2020-02-14]
    The date the Financial Adviser commenced the appointment: 2015-08-10
    The date the Financial Adviser ceased the appointment: 2016-02-26
    Authorised Representative Name: SPECTRUM WEALTH ADVISERS PTY LTD
    Authorised Representative Number: 000334400
    Rep Appointed ABN: 57134661706
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Majoring in Sport Management and Finance - Deakin University ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides 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: Full advice
  2. Financial Adviser Status: Ceased
    Name of the licence holder: CAMBRIDGE SECURITIES PTY LTD
    Licence Number: 000364861
    Licence ABN: 96143567453
    The company(ies) or people who control the licensee's business: EDWARD SPURLING
    The date the Financial Adviser commenced the appointment: 2016-02-29
    The date the Financial Adviser ceased the appointment: 2019-06-28
    Authorised Representative Name: HK & MR FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 001239727
    Rep Appointed ABN: 87610924831
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Majoring in Sport Management and Finance - Deakin University ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
    Licence Number: 000357306
    Licence ABN: 54139889535
    The company(ies) or people who control the licensee's business: FORTNUM PRIVATE WEALTH LTD
    The date the Financial Adviser commenced the appointment: 2020-09-01
    Authorised Representative Name: FORTNUM PRIVATE WEALTH LTD
    Authorised Representative Number: 000357306
    Rep Appointed ABN: 54139889535
    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 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: Bachelor of Commerce - Majoring in Sport Management and Finance - Deakin University ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: SENTRY FINANCIAL PLANNING PTY LTD
    Licence Number: 000247105
    Licence ABN: 74099029526
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD [Date Ceased: 2020-06-29]
    The date the Financial Adviser commenced the appointment: 2013-01-07
    The date the Financial Adviser ceased the appointment: 2015-08-07
    Authorised Representative Name: HKNB FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000421206
    Rep Appointed ABN: 83077014549
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Majoring in Sport Management and Finance - Deakin University ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  5. The sub type of the Financial Adviser: Financial Adviser
    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: 2019-07-01
    The date the Financial Adviser ceased the appointment: 2020-08-31
    Authorised Representative Name: HK & MR FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 001239727
    Rep Appointed ABN: 87610924831
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Majoring in Sport Management and Finance - Deakin University ~ Certified Financial Planner Program - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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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.