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Financial Advisers: ANTHONY ROBERT INGLIS Information

This is the detailed information about ANTHONY ROBERT INGLIS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000299624, the year the Financial Adviser first provided advice is 2010 (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: 000299624
Financial Adviser Name: ANTHONY ROBERT INGLIS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2010
  1. Financial Adviser Status: Ceased
    Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
    Licence Number: 000237857
    Licence ABN: 13085335397
    The date the Financial Adviser commenced the appointment: 2010-03-26
    The date the Financial Adviser ceased the appointment: 2013-03-04
    Authorised Representative Name: ANTHONY ROBERT INGLIS
    Authorised Representative Number: 000299624
  2. Financial Adviser Status: Ceased
    Name of the licence holder: CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
    Licence Number: 000301642
    Licence ABN: 86110682196
    The date the Financial Adviser commenced the appointment: 2013-03-05
    The date the Financial Adviser ceased the appointment: 2014-07-10
    Authorised Representative Name: ANTHONY ROBERT INGLIS
    Authorised Representative Number: 000299624
  3. Financial Adviser Status: Ceased
    Name of the licence holder: A.C.N. 140 520 225 PTY LTD
    Licence Number: 000345905
    Licence ABN: 28140520225
    The date the Financial Adviser commenced the appointment: 2014-07-10
    The date the Financial Adviser ceased the appointment: 2015-08-27
    Authorised Representative Name: A.C.N. 140 520 225 PTY LTD
    Authorised Representative Number: 000345905
    Rep Appointed ABN: 28140520225

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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.