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Financial Advisers: RACHEL ORCHARD Information

This is the detailed information about RACHEL ORCHARD, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001237125, the year the Financial Adviser first provided advice is 2012 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:53.
Financial Adviser Number: 001237125
Financial Adviser Name: RACHEL ORCHARD
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2012
Adviser Town: Melbourne
Adviser State: VIC
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: TOGETHR TRUSTEES PTY LTD
    Licence Number: 000246383
    Licence ABN: 64006964049
    The company(ies) or people who control the licensee's business: TOGETHR TRUSTEES PTY LTD
    The date the Financial Adviser commenced the appointment: 2015-09-01
    Authorised Representative Name: TOGETHR TRUSTEES PTY LTD
    Authorised Representative Number: 000246383
    Rep Appointed ABN: 64006964049
    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: RG146 - ASFA
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Superannuation Funds Australia (ASFA) ~ Australian Institute of Superannuation Trustees (AIST)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: MERCER INVESTMENTS (AUSTRALIA) LIMITED
    Licence Number: 000244385
    Licence ABN: 66008612397
    The date the Financial Adviser commenced the appointment: 2012-11-01
    The date the Financial Adviser ceased the appointment: 2015-08-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: RG146 - ASFA
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Association of Superannuation Funds Australia (ASFA) ~ Australian Institute of Superannuation Trustees (AIST)



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.