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Financial Advisers: JAMES MURCHISON Information

This is the detailed information about JAMES MURCHISON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001273408, the year the Financial Adviser first provided advice is 2018 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:57:27.

Financial Adviser Number: 001273408
Financial Adviser Name: JAMES MURCHISON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2018
  1. Financial Adviser Status: Ceased
    Name of the licence holder: PRIMARY SECURITIES LTD
    Licence Number: 000224107
    Licence ABN: 96089812635
    The company(ies) or people who control the licensee's business: PRIMARY CONSOLIDATED PTY LTD
    The date the Financial Adviser commenced the appointment: 2012-10-01
    The date the Financial Adviser ceased the appointment: 2014-07-01
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commmerce, Accounting and Finance - Curtin University ~ Financial Planning Fundamentals - Kaplan ~ Insurance and Risk Protection - Kaplan
  2. Financial Adviser Status: Current
    Name of the licence holder: FOUNDATION MANAGEMENT (WA) PTY LTD
    Licence Number: 000239079
    Licence ABN: 53009266899
    The date the Financial Adviser commenced the appointment: 2018-12-23
    Authorised Representative Name: FOUNDATION MANAGEMENT (WA) PTY LTD
    Authorised Representative Number: 000239079
    Rep Appointed ABN: 53009266899
    Fin Life Products/Life Risk Insurance Products: 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 Commmerce, Accounting and Finance - Curtin University ~ Financial Planning Fundamentals - Kaplan ~ Insurance and Risk Protection - Kaplan

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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.