You are here

Home » Financial Adviser

Financial Advisers: EDWARD BALDERSTONE RYAN Information

This is the detailed information about EDWARD BALDERSTONE RYAN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000334157, the year the Financial Adviser first provided advice is 2009 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:56.

Financial Adviser Number: 000334157
Financial Adviser Name: EDWARD BALDERSTONE RYAN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2009
Adviser Town: MELBOURNE
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
    Licence Number: 000236643
    Licence ABN: 42000001007
    The company(ies) or people who control the licensee's business: PERPETUAL LIMITED
    The date the Financial Adviser commenced the appointment: 2014-01-13
    Authorised Representative Name: PERPETUAL TRUSTEE COMPANY LIMITED
    Authorised Representative Number: 000236643
    Rep Appointed ABN: 42000001007
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 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
    Fin Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services: 1
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Economics and Finance) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA~2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Law Institute of Victoria
  2. Financial Adviser Status: Ceased
    Name of the licence holder: THE ADVICE EXCHANGE PTY LTD
    Licence Number: 000278937
    Licence ABN: 55107629194
    The company(ies) or people who control the licensee's business: ADVICE EXCHANGE SOLUTIONS PTY LTD
    The date the Financial Adviser commenced the appointment: 2011-10-13
    The date the Financial Adviser ceased the appointment: 2013-11-22
    Authorised Representative Name: EDWARD BALDERSTONE RYAN
    Authorised Representative Number: 000334157
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Economics and Finance) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA~2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Law Institute of Victoria
  3. Financial Adviser Status: Ceased
    Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
    Licence Number: 000246934
    Licence ABN: 76006637225
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2009-02-02
    The date the Financial Adviser ceased the appointment: 2011-10-13
    Authorised Representative Name: EDWARD BALDERSTONE RYAN
    Authorised Representative Number: 000334157
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Economics and Finance) - Royal Melbourne Institute of Technology ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA~2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Law Institute of Victoria

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



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.