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Financial Advisers: EMMA KATE ALDERSON Information

This is the detailed information about EMMA KATE ALDERSON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000300882, 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: 000300882
Financial Adviser Name: EMMA KATE ALDERSON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2018
  1. Financial Adviser Status: Current
    Name of the licence holder: ILLINGWORTH DAVID FINANCIAL PLANNING PTY LTD
    Licence Number: 000253127
    Licence ABN: 81007241054
    The date the Financial Adviser commenced the appointment: 2018-07-01
    Authorised Representative Name: ILLINGWORTH DAVID FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000253127
    Rep Appointed ABN: 81007241054
    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 Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    All Securities: 1
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Deakin University ~ CPA - Terra Cordis ~ Certified Practicing Accountant - CPA ~ RG146 - Terra Cordis ~ SMSF Specialist Adviser - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA) ~ Financial Planning Association of Australia (FPA) ~ SMSF Association

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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.