LAWRENCE CHAN (Adviser# 000327192) 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 3, 2018.
Register Name | Financial Advisers |
Adviser Name | LAWRENCE CHAN |
Adviser Number | 000327192 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2008 |
Financial Service (AFS) Licence |
Licence# 000498715 APEX MACRO FINANCIAL GROUP PTY. LTD. |
Adviser Start Date | 2018-01-03 |
Appointing Representative Name | APEX MACRO FINANCIAL GROUP PTY. LTD. |
Appointing Representative Number | 000498715 |
Memberships | Association of Financial Advisers (AFA) |
|
Qualification / Degree | Institute / School |
---|---|
Advanced Diploma of Financial Planning | Mentor Education group |
Diploma of Financial Planning FNS50804 | Mentor Education group |
Graduate Certificate of Financial Planning | Kaplan |
Graduate Diploma of Financial Planning | Kaplan |
Self Managed Superannuation Funds | Kaplan Professional Education |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000498715 | APEX MACRO FINANCIAL GROUP PTY. LTD. | 2018-01-03 - | APEX MACRO FINANCIAL GROUP PTY. LTD. |
000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2014-07-09 - 2017-11-30 | DOVER FINANCIAL ADVISERS PTY LTD |
Licence Name | APEX MACRO FINANCIAL GROUP PTY. LTD. |
Licence Number | 000498715 |
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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.