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Financial Advisers: SCOTT EDWARDS Information

This is the detailed information about SCOTT EDWARDS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000299542, the year the Financial Adviser first provided advice is 2018 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:43.

Financial Adviser Number: 000299542
Financial Adviser Name: SCOTT EDWARDS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2018
Adviser Town: Subiaco
Adviser State: WA
Adviser Country: Australia
Adviser Town: Subiaco
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
    Licence Number: 000223135
    Licence ABN: 24093733969
    The date the Financial Adviser commenced the appointment: 2020-10-08
    Authorised Representative Name: BUTLER SETTINERI WEALTH MANAGEMENT PTY LTD
    Authorised Representative Number: 001265659
    Rep Appointed ABN: 58625515684
    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 Retirement Savings Account Products: 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 - Murdoch University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand ~ RG146 DFP8 & PKE - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
    Licence Number: 000230689
    Licence ABN: 28056426932
    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: 2018-07-03
    The date the Financial Adviser ceased the appointment: 2020-10-07
    Authorised Representative Name: APOGEE FINANCIAL PLANNING LIMITED
    Authorised Representative Number: 000230689
    Rep Appointed ABN: 28056426932
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Murdoch University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand ~ RG146 DFP8 & PKE - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ) ~ 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.