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Financial Advisers: TONY TAO Information

This is the detailed information about TONY TAO, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000302666, 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 16:55:44.

Financial Adviser Number: 000302666
Financial Adviser Name: TONY TAO
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2018
Adviser Town: Brighton Le Sands
Adviser State: NSW
Adviser Postcode: 2216
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SMSF ADVISERS NETWORK PTY LTD
    Licence Number: 000430062
    Licence ABN: 64155907681
    The company(ies) or people who control the licensee's business: NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED
    The date the Financial Adviser commenced the appointment: 2018-12-27
    Authorised Representative Name: SMSF ADVISERS NETWORK PTY LTD
    Authorised Representative Number: 000430062
    Rep Appointed ABN: 64155907681
    Fin Deposit and Payment Products/Non-basic Deposit Products: 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: RG146 - Financial Education Professionals
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CPA Australia (CPA)

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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.