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Financial Advisers: JACOB ROBERT CHARLES BANNINK FREND Information

This is the detailed information about JACOB ROBERT CHARLES BANNINK FREND, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001282922, the year the Financial Adviser first provided advice is None (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:57:28.

Financial Adviser Number: 001282922
Financial Adviser Name: JACOB ROBERT CHARLES BANNINK FREND
The role of the Financial Adviser: Financial Adviser
Adviser Town: Monash
Adviser State: ACT
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
    Licence Number: 000232706
    Licence ABN: 89051208327
    The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP GROUP HOLDINGS LIMITED ~ AMP HOLDINGS LIMITED ~ AMP LIMITED ~ AMP WEALTH MANAGEMENT HOLDINGS PTY LTD ~ NATIONAL MUTUAL FUNDS MANAGEMENT (GLOBAL) LIMITED
    The date the Financial Adviser commenced the appointment: 2019-04-29
    The date the Financial Adviser ceased the appointment: 2020-07-24
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (Financial Planning - RMIT University ~ Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Graduate Certificate in Business Administration - RMIT University
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2017 - Bachelor of Business (Financial Planning - Bachelor Degree (AQF 7) - RMIT University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Mortgage and Finance Association of Australia (MFAA)
  2. The sub type of the Financial Adviser: Provisional Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
    Licence Number: 000229892
    Licence ABN: 23065921735
    The company(ies) or people who control the licensee's business: Castleguard Trust
    The date the Financial Adviser commenced the appointment: 2020-07-27
    Authorised Representative Name: LIFESPAN FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000229892
    Rep Appointed ABN: 23065921735
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash 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/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 Business (Financial Planning - RMIT University ~ Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Graduate Certificate in Business Administration - RMIT University
    Provides details on the qualifications the adviser has completed that are FASEA approved: 2017 - Bachelor of Business (Financial Planning - Bachelor Degree (AQF 7) - RMIT University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Mortgage and Finance Association of Australia (MFAA)

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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.