You are here

Home » Financial Adviser

Financial Advisers: MARIA ELIZABETH DYSON Information

This is the detailed information about MARIA ELIZABETH DYSON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000453264, the year the Financial Adviser first provided advice is 2001 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:17.

Financial Adviser Number: 000453264
Financial Adviser Name: MARIA ELIZABETH DYSON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2001
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
Adviser Town: Sydney
Adviser Country: Australia
Adviser Town: Sydney
Adviser Country: Australia
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: WEALTH FORUM PTY LTD
    Licence Number: 000389528
    Licence ABN: 94128285110
    The date the Financial Adviser commenced the appointment: 2020-06-16
    Authorised Representative Name: WEALTH FORUM PTY LTD
    Authorised Representative Number: 000389528
    Rep Appointed ABN: 94128285110
    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 Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 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: Diploma Financial Planning (DipFP) - Deakin University ~ Diploma Financial Planning (DipFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association ~ SMSF Association ~ Tax Practitioners Board (TPB) ~ Tax Practitioners Board (TPB)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: CIP LICENSING LIMITED
    Licence Number: 000471728
    The company(ies) or people who control the licensee's business: CIPL (HOLDING) LIMITED
    The date the Financial Adviser commenced the appointment: 2020-04-30
    The date the Financial Adviser ceased the appointment: 2020-05-18
    Authorised Representative Name: CIP LICENSING LIMITED
    Authorised Representative Number: 000471728
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Financial Planning (DipFP) - Deakin University ~ Diploma Financial Planning (DipFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association ~ SMSF Association ~ Tax Practitioners Board (TPB) ~ Tax Practitioners Board (TPB)
  3. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: OMNIWEALTH SERVICES PTY LIMITED
    Licence Number: 000309643
    Licence ABN: 57121845001
    The company(ies) or people who control the licensee's business: AMG CAPITAL MANAGEMENT PTY LIMITED
    The date the Financial Adviser commenced the appointment: 2015-10-23
    The date the Financial Adviser ceased the appointment: 2020-04-30
    Authorised Representative Name: OMNIWEALTH SERVICES PTY LIMITED
    Authorised Representative Number: 000309643
    Rep Appointed ABN: 57121845001
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Financial Planning (DipFP) - Deakin University ~ Diploma Financial Planning (DipFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association ~ SMSF Association ~ Tax Practitioners Board (TPB) ~ Tax Practitioners Board (TPB)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: OMNIWEALTH SERVICES PTY LIMITED
    Licence Number: 000309643
    Licence ABN: 57121845001
    The company(ies) or people who control the licensee's business: AMG CAPITAL MANAGEMENT PTY LIMITED
    The date the Financial Adviser commenced the appointment: 2014-02-10
    The date the Financial Adviser ceased the appointment: 2015-10-23
    Authorised Representative Name: OMNIWEALTH PTY LIMITED
    Authorised Representative Number: 000321215
    Rep Appointed ABN: 47128534832
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Financial Planning (DipFP) - Deakin University ~ Diploma Financial Planning (DipFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association ~ SMSF Association ~ Tax Practitioners Board (TPB) ~ Tax Practitioners Board (TPB)
  5. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: UNITED ADVICE PTY LTD
    Licence Number: 000523332
    The company(ies) or people who control the licensee's business: United Advice Pty Ltd
    The date the Financial Adviser commenced the appointment: 2020-08-05
    Authorised Representative Name: UNITED ADVISORY PTY LTD
    Authorised Representative Number: 001282036
    Rep Appointed ABN: 32640281867
    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 Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 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: Diploma Financial Planning (DipFP) - Deakin University ~ Diploma Financial Planning (DipFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association ~ SMSF Association ~ Tax Practitioners Board (TPB) ~ Tax Practitioners Board (TPB)
  6. Financial Adviser Status: Ceased
    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: 2009-04-06
    The date the Financial Adviser ceased the appointment: 2014-02-09
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma Financial Planning (DipFP) - Deakin University ~ Diploma Financial Planning (DipFP) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ Master Applied Finance - Kaplan Professional ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association ~ SMSF Specialist Advisor (SSA) Accreditation - SMSF Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: SMSF Association ~ SMSF Association ~ Tax Practitioners Board (TPB) ~ Tax Practitioners Board (TPB)

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.