BRENDAN PAUL TANWAN

Licensee: YOUR FINANCIAL WELLBEING PTY LTD

BRENDAN PAUL TANWAN (Adviser# 000243611) 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 October 19, 2011.

Adviser Overview

Register Name Financial Advisers
Adviser Name BRENDAN PAUL TANWAN
Adviser Number 000243611
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1997
Financial Service (AFS) Licence Licence# 000411699
YOUR FINANCIAL WELLBEING PTY LTD
Licence ABN 20153101994
Adviser Start Date 2011-10-19
Appointing Representative Name BRENDAN TANWAN FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000413091
Appointing Representative ABN 65123723928
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • BRENDAN PAUL TANWAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ASX Listed Products Accreditation Course Savings Factory
Diploma in Financial Planning Financial Planning Association Deakin Uni
Dipoloma in Financial Markets Securities Institute
SMSF Adviser Eductation e Financial Essentials

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000411699 YOUR FINANCIAL WELLBEING PTY LTD 2011-10-19 - BRENDAN TANWAN FINANCIAL SERVICES PTY LTD
000411699 YOUR FINANCIAL WELLBEING PTY LTD 2007-03-02 - 2011-10-18 BRENDAN PAUL TANWAN

Licensee Information

Licence Name YOUR FINANCIAL WELLBEING PTY LTD
Licence Number 000411699
Licence ABN 20153101994

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Dataset Information

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.