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Financial Advisers: PETER JOHN DOWLING Information

This is the detailed information about PETER JOHN DOWLING, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001006834, the year the Financial Adviser first provided advice is 1976 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:46.

Financial Adviser Number: 001006834
Financial Adviser Name: PETER JOHN DOWLING
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1976
  1. Financial Adviser Status: Current
    Name of the licence holder: AUSTRALIAN LIFE PLANNERS PTY LTD
    Licence Number: 000247831
    Licence ABN: 89009403801
    The date the Financial Adviser commenced the appointment: 2003-12-31
    Authorised Representative Name: AUSTRALIAN LIFE PLANNERS PTY LTD
    Authorised Representative Number: 000247831
    Rep Appointed ABN: 89009403801
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 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: Associate of Australian Insurance Institute - ANZIIF ~ CFP - FPA ~ Diploma in Financial Planning - Deakin University ~ Diploma of Aust Insurance Institute in Life Insurance - ANZIIF ~ Estate Planning - UTS
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Financial Advisers (AFA) ~ Australian and New Zealand Institute of Insurance and Finance (ANZIIF) ~ Financial Planning Association of Australia (FPA) ~ Society of Trust and Estate Practitioners ~ Taxpayers Australia Ltd

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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.