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Financial Advisers: RAYELENE KERRI FINNEY Information

This is the detailed information about RAYELENE KERRI FINNEY, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000414020, the year the Financial Adviser first provided advice is 2017 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:07.

Financial Adviser Number: 000414020
Financial Adviser Name: RAYELENE KERRI FINNEY
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2017
  1. Financial Adviser Status: Ceased
    Name of the licence holder: THE SMSF EXPERT PTY LTD
    Licence Number: 000445113
    Licence ABN: 17155686356
    The company(ies) or people who control the licensee's business: MERIT WEALTH PTY LTD
    The date the Financial Adviser commenced the appointment: 2017-02-14
    The date the Financial Adviser ceased the appointment: 2019-06-25
    Authorised Representative Name: YOU COUNT SMSF EXPERT PTY LTD
    Authorised Representative Number: 001251977
    Rep Appointed ABN: 48617371025
    Provides details on areas the Financial Adviser is restricted from giving advice on: Provide Class of Product Advice in relation to Superannuation only, restricted to establishment of Self Managed Superannuation Funds and clients existing superannuation and Self Managed Superannuation, contributions and pension payments.

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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.