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Financial Advisers: MELANIE JANE NUTBEAM Information

This is the detailed information about MELANIE JANE NUTBEAM, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000418511, the year the Financial Adviser first provided advice is 1986 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:08.

Financial Adviser Number: 000418511
Financial Adviser Name: MELANIE JANE NUTBEAM
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1986
  1. Financial Adviser Status: Ceased
    Name of the licence holder: IPAC SECURITIES LIMITED
    Licence Number: 000234656
    Licence ABN: 30008587595
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 2016-02-27]
    The date the Financial Adviser commenced the appointment: 2003-10-01
    The date the Financial Adviser ceased the appointment: 2010-10-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: BACHELOR OF LAW - AUCKLAND UNIVERSITY NZ ~ BACHELOR OF LAW - AUCKLAND UNIVERSITY NZ ~ CERTIFICATE IN FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION AUSTRALIA ~ CERTIFICATE IN FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION AUSTRALIA ~ DIPLOMA OF FINANCIAL PLANNING - FPA AUSTRALIA/DEAKIN UNIVERSITY ~ DIPLOMA OF FINANCIAL PLANNING - FPA AUSTRALIA/DEAKIN UNIVERSITY ~ GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT - FINANCIAL SERVICES INSTITUTE AUSTRALASIA ~ GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT - FINANCIAL SERVICES INSTITUTE AUSTRALASIA ~ INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS - VOCATIONAL TRAINING COUNCIL HONG KONG ~ INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS - VOCATIONAL TRAINING COUNCIL HONG KONG
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU ~ AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU ~ CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG ~ CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG ~ Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: PEAK INVESTMENT HOLDINGS PTY LTD
    Licence Number: 000304008
    Licence ABN: 17118685993
    The date the Financial Adviser commenced the appointment: 2013-01-29
    Authorised Representative Name: PEAK INVESTMENT HOLDINGS PTY LTD
    Authorised Representative Number: 000304008
    Rep Appointed ABN: 17118685993
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 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: BACHELOR OF LAW - AUCKLAND UNIVERSITY NZ ~ BACHELOR OF LAW - AUCKLAND UNIVERSITY NZ ~ CERTIFICATE IN FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION AUSTRALIA ~ CERTIFICATE IN FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION AUSTRALIA ~ DIPLOMA OF FINANCIAL PLANNING - FPA AUSTRALIA/DEAKIN UNIVERSITY ~ DIPLOMA OF FINANCIAL PLANNING - FPA AUSTRALIA/DEAKIN UNIVERSITY ~ GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT - FINANCIAL SERVICES INSTITUTE AUSTRALASIA ~ GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT - FINANCIAL SERVICES INSTITUTE AUSTRALASIA ~ INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS - VOCATIONAL TRAINING COUNCIL HONG KONG ~ INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS - VOCATIONAL TRAINING COUNCIL HONG KONG
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU ~ AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU ~ CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG ~ CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG ~ Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: SHENTON PTY LTD
    Licence Number: 000345470
    Licence ABN: 88142204975
    The date the Financial Adviser commenced the appointment: 2012-03-06
    The date the Financial Adviser ceased the appointment: 2019-02-22
    Authorised Representative Name: SHENTON PTY LTD
    Authorised Representative Number: 000345470
    Rep Appointed ABN: 88142204975
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: BACHELOR OF LAW - AUCKLAND UNIVERSITY NZ ~ BACHELOR OF LAW - AUCKLAND UNIVERSITY NZ ~ CERTIFICATE IN FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION AUSTRALIA ~ CERTIFICATE IN FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION AUSTRALIA ~ DIPLOMA OF FINANCIAL PLANNING - FPA AUSTRALIA/DEAKIN UNIVERSITY ~ DIPLOMA OF FINANCIAL PLANNING - FPA AUSTRALIA/DEAKIN UNIVERSITY ~ GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT - FINANCIAL SERVICES INSTITUTE AUSTRALASIA ~ GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT - FINANCIAL SERVICES INSTITUTE AUSTRALASIA ~ INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS - VOCATIONAL TRAINING COUNCIL HONG KONG ~ INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS - VOCATIONAL TRAINING COUNCIL HONG KONG
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU ~ AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU ~ CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG ~ CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG ~ Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)
  4. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: SHENTON LIMITED
    Licence Number: 000342895
    Licence ABN: 19382169574
    The date the Financial Adviser commenced the appointment: 2012-03-09
    Authorised Representative Name: SHENTON LIMITED
    Authorised Representative Number: 000342895
    Rep Appointed ABN: 19382169574
    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 Retirement Savings Account Products: 1
    Fin Securities: 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: BACHELOR OF LAW - AUCKLAND UNIVERSITY NZ ~ BACHELOR OF LAW - AUCKLAND UNIVERSITY NZ ~ CERTIFICATE IN FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION AUSTRALIA ~ CERTIFICATE IN FINANCIAL PLANNING - FINANCIAL PLANNING ASSOCIATION AUSTRALIA ~ DIPLOMA OF FINANCIAL PLANNING - FPA AUSTRALIA/DEAKIN UNIVERSITY ~ DIPLOMA OF FINANCIAL PLANNING - FPA AUSTRALIA/DEAKIN UNIVERSITY ~ GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT - FINANCIAL SERVICES INSTITUTE AUSTRALASIA ~ GRADUATE DIPLOMA IN APPLIED FINANCE & INVESTMENT - FINANCIAL SERVICES INSTITUTE AUSTRALASIA ~ INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS - VOCATIONAL TRAINING COUNCIL HONG KONG ~ INSURANCE & MPF INTERMEDIARIES QUALIFYING EXAMS - VOCATIONAL TRAINING COUNCIL HONG KONG
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU ~ AUSTRALIAN CHAMBER OF COMMERCE IN HONG KONG & MACAU ~ CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG ~ CONFEDERATION OF INSURANCE BROKERS & INSURANCE INSTITUTE OF HONG KONG ~ Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)

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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.