RICHARD WHAN (Adviser# 000223343) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | RICHARD WHAN |
| Adviser Number | 000223343 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2000 |
| Financial Service (AFS) Licence |
Licence# 000483326 LIGHTHOUSE INVESTMENT GROUP PTY LTD |
| Licence Controlled By | Richard WHAN |
| Adviser Start Date | 2018-01-02 |
| Appointing Representative Name | LIGHTHOUSE INVESTMENT GROUP PTY LTD |
| Appointing Representative Number | 000483326 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor Degree | - University of Melbourne |
| Graduate Diploma | Applied Finance and Investment - Securities Institute |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000483326 |
LIGHTHOUSE INVESTMENT GROUP PTY LTD
Licence controlled by: Richard WHAN |
2018-01-02 - | LIGHTHOUSE INVESTMENT GROUP PTY LTD |
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2007-11-09 - 2016-02-29 | LIGHTHOUSE INVESTMENT SERVICES PTY LTD |
| Licence Name | LIGHTHOUSE INVESTMENT GROUP PTY LTD |
| Licence Number | 000483326 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.