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Financial Advisers: BRENT ANDREW LYNCH Information
This is the detailed information about BRENT ANDREW LYNCH, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001000737, the year the Financial Adviser first provided advice is 2005 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:25.
Financial Adviser Number: 001000737
Financial Adviser Name: BRENT ANDREW LYNCH
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2005
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The sub type of the Financial Adviser: Financial AdviserFinancial Adviser Status: CurrentName of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITEDLicence Number: 000236643Licence ABN: 42000001007The company(ies) or people who control the licensee's business: PERPETUAL LIMITEDThe date the Financial Adviser commenced the appointment: 2014-07-01Authorised Representative Name: PERPETUAL TRUSTEE COMPANY LIMITEDAuthorised Representative Number: 000236643Rep Appointed ABN: 42000001007Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Government Debentures, Stocks or Bonds: 1Fin Managed Investment Schemes, including IDPS: 1Fin Retirement Savings Account Products: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0Fin Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services: 1Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Finance) - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - FINSIAProvides details on the qualifications the adviser has completed that are FASEA approved: 2008 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - FINSIA~2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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Financial Adviser Status: CeasedName of the licence holder: FINANCIAL WISDOM LIMITEDLicence Number: 000231138Licence ABN: 70006646108The company(ies) or people who control the licensee's business: COMMONWEALTH BANK OF AUSTRALIAThe date the Financial Adviser commenced the appointment: 2006-10-01The date the Financial Adviser ceased the appointment: 2011-06-01Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Finance) - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - FINSIAProvides details on the qualifications the adviser has completed that are FASEA approved: 2008 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - FINSIA~2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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Financial Adviser Status: CeasedName of the licence holder: THE TRUST COMPANY (AUSTRALIA) LIMITEDLicence Number: 000235145Licence ABN: 21000000993The date the Financial Adviser commenced the appointment: 2012-07-01The date the Financial Adviser ceased the appointment: 2014-06-30Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Finance) - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma in Financial Planning - FINSIAProvides details on the qualifications the adviser has completed that are FASEA approved: 2008 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - FINSIA~2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan ProfessionalProvides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
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.