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Financial Advisers: JONATHAN LANCE SCHOLES Information

This is the detailed information about JONATHAN LANCE SCHOLES, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001240287, 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 16:56:56.

Financial Adviser Number: 001240287
Financial Adviser Name: JONATHAN LANCE SCHOLES
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2005
Adviser Town: MELBOURNE
Adviser State: VIC
Adviser Country: Australia
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: FINDEX ADVICE SERVICES PTY LTD
    Licence Number: 000243253
    Licence ABN: 88090684521
    The company(ies) or people who control the licensee's business: FINDEX GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2017-12-21
    Authorised Representative Name: FINDEX ADVICE SERVICES PTY LTD
    Authorised Representative Number: 000243253
    Rep Appointed ABN: 88090684521
    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 Managed Investment Schemes/MDA Services: 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: Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ CFP Certified Financial Planner - FPA ~ CFP Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Foundation DFP - Deakin University ~ Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)
  2. Financial Adviser Status: Ceased
    Name of the licence holder: WEALTH MARKET PTY LTD
    Licence Number: 000482898
    Licence ABN: 56128350112
    The company(ies) or people who control the licensee's business: LOAN MARKET GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2017-02-23
    The date the Financial Adviser ceased the appointment: 2017-11-21
    Authorised Representative Name: WEALTH MARKET PTY LTD
    Authorised Representative Number: 000482898
    Rep Appointed ABN: 56128350112
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ CFP Certified Financial Planner - FPA ~ CFP Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Foundation DFP - Deakin University ~ Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: MLC LIMITED
    Licence Number: 000230694
    Licence ABN: 90000000402
    The company(ies) or people who control the licensee's business: NIPPON LIFE INSURANCE COMPANY
    The date the Financial Adviser commenced the appointment: 2000-09-01
    The date the Financial Adviser ceased the appointment: 2001-09-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ CFP Certified Financial Planner - FPA ~ CFP Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Foundation DFP - Deakin University ~ Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
    Licence Number: 000230689
    Licence ABN: 28056426932
    The company(ies) or people who control the licensee's business: MLC WEALTH LIMITED ~ NATIONAL AUSTRALIA BANK LIMITED
    The date the Financial Adviser commenced the appointment: 2016-03-18
    The date the Financial Adviser ceased the appointment: 2017-01-25
    Authorised Representative Name: APOGEE FINANCIAL PLANNING LIMITED
    Authorised Representative Number: 000230689
    Rep Appointed ABN: 28056426932
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ CFP Certified Financial Planner - FPA ~ CFP Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Foundation DFP - Deakin University ~ Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)
  5. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: FINANCIAL INDEX AUSTRALIA PTY LTD
    Licence Number: 000240559
    Licence ABN: 90094287037
    The company(ies) or people who control the licensee's business: FINDEX GROUP LIMITED
    The date the Financial Adviser commenced the appointment: 2018-10-04
    Authorised Representative Name: FINANCIAL INDEX AUSTRALIA PTY LTD
    Authorised Representative Number: 000240559
    Rep Appointed ABN: 90094287037
    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: Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ CFP Certified Financial Planner - FPA ~ CFP Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Foundation DFP - Deakin University ~ Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA) ~ Financial Planning Association of Australia (FPA)
  6. Financial Adviser Status: Ceased
    Name of the licence holder: SHADFORTH FINANCIAL GROUP LIMITED
    Licence Number: 000318613
    Licence ABN: 27127508472
    The company(ies) or people who control the licensee's business: IOOF HOLDINGS LTD
    The date the Financial Adviser commenced the appointment: 2001-10-01
    The date the Financial Adviser ceased the appointment: 2016-03-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Deakin University ~ Bachelor of Commerce - Deakin University ~ CFP Certified Financial Planner - FPA ~ CFP Certified Financial Planner - FPA ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Deakin University ~ Foundation DFP - Deakin University ~ Foundation DFP - Deakin University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: 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.