JOHN WHELAN


Licensee: LONGHOU CAPITAL MARKETS PTY LTD

JOHN WHELAN (Adviser# 000336960) 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 1, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name JOHN WHELAN
Adviser Number 000336960
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000292464
LONGHOU CAPITAL MARKETS PTY LTD
Licence ABN 40114266698
Licence Controlled By Longhou Investment Holdings Pty Ltd
SOUTHERN FOREST INVESTMENT PTY LTD [Date Ceased: 19/04/2016]
Adviser Start Date 2013-10-01
Appointing Representative Name LONGHOU CAPITAL MARKETS PTY LTD
Appointing Representative Number 000292464
Appointing Representative ABN 40114266698

Authorisations to provide financial product advice

  • JOHN WHELAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • 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
  • ·
  • Miscellaneous Financial Risk Products

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Studies Massey University NZ
Diploma of Business Studies (Personal Financial Planning) Massey University NZ
PS 146 Securities,Futures & Managed Investments Deakin University
PS 146 Superannuation Securities Institute
Professional Diploma in Stockbroking Deakin Prime

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000292464 LONGHOU CAPITAL MARKETS PTY LTD
Licence controlled by: Longhou Investment Holdings Pty Ltd ~ SOUTHERN FOREST INVESTMENT PTY LTD [Date Ceased: 19/04/2016]
2013-10-01 - LONGHOU CAPITAL MARKETS PTY LTD
000334040 GAMMA WEALTH GROUP PTY LTD 2010-09-01 - 2013-12-10 JOHN WHELAN
000240409 GIGI INVESTMENT GROUP PTY LTD 2009-05-13 - 2010-11-11 JOHN WHELAN

Licensee Information

Licence Name LONGHOU CAPITAL MARKETS PTY LTD
Licence Number 000292464
Licence ABN 40114266698

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
EMRE BASAR Longhou Capital Markets Pty Ltd Ceased 2018-01-23
TING TING LIU Longhou Capital Markets Pty Ltd Ceased 2016-08-19
ELISABETH SCHUHLE Longhou Capital Markets Pty Ltd Ceased 2016-08-19
SEAN MA Longhou Capital Markets Pty Ltd Ceased 2016-06-06
LEE CHARLES PURVES Longhou Capital Markets Pty Ltd Current 2016-05-03
REGGIE YIYAN CHEN Longhou Capital Markets Pty Ltd Ceased 2016-04-18
GEORGE MARTIN MICHELINI Longhou Capital Markets Pty Ltd Current 2016-02-01
PETER SCOTT GRAY Longhou Capital Markets Pty Ltd Ceased 2015-08-31
LUKE ROGERS Longhou Capital Markets Pty Ltd Current 2013-10-31
PHILLIP MCNEILL Longhou Capital Markets Pty Ltd Current 2013-10-09

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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.