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Financial Advisers: JAMES ROBERT BEVIS Information

This is the detailed information about JAMES ROBERT BEVIS, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000308383, the year the Financial Adviser first provided advice is 2012 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:46.

Financial Adviser Number: 000308383
Financial Adviser Name: JAMES ROBERT BEVIS
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2012
Adviser Town: Cambridge
Adviser State: TAS
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Licence Number: 000243313
    Licence ABN: 33007207650
    The date the Financial Adviser commenced the appointment: 2012-10-05
    Authorised Representative Name: SYNCHRONISED BUSINESS SERVICES PTY LTD
    Authorised Representative Number: 000243313
    Rep Appointed ABN: 33007207650
    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/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: DFP5v3 Tax for Financial Advising - Kaplan ~ Diploma of Financial Services (Financial Planning) - International Institute of Technology ~ TASACLv1 Commercial Law - Kaplan
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA)

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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.