CHENG SHEN


Licensee: FINANCIAL WISDOM LIMITED

CHENG SHEN (Adviser# 000411574) 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 June 26, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name CHENG SHEN
Adviser Number 000411574
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2011
Financial Service (AFS) Licence Licence# 000231138
FINANCIAL WISDOM LIMITED
Licence ABN 70006646108
Licence Controlled By COMMONWEALTH BANK OF AUSTRALIA
Adviser Start Date 2018-06-26
Appointing Representative Name FINANCIAL WISDOM LIMITED
Appointing Representative Number 000231138
Appointing Representative ABN 70006646108
Memberships Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)
Further Restrictions Not authorised to provide personal advice on Standard Margin Lending

Authorisations to provide financial product advice

  • CHENG SHEN
  • ·
  • 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
Bachelor of Commerce University of New South Wales
Bachelor of Commerce University of New South Wales
Bachelor of Economics University of New South Wales
Bachelor of Economics University of New South Wales
Diploma of Financial Planning Kaplan Professional
Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Standard Margin Lending
2018-06-26 - FINANCIAL WISDOM LIMITED
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on Standard Margin Lending.
2012-08-13 - COMMONWEALTH FINANCIAL PLANNING LIMITED
000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
2011-09-20 - 2012-08-10
000246843 ADVICE ESSENTIALS PTY LIMITED 2011-03-29 - 2012-08-10

Licensee Information

Licence Name FINANCIAL WISDOM LIMITED
Licence Number 000231138
Licence ABN 70006646108

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAVID MICHAEL FREAKLEY Financial Wisdom Limited Current 2018-08-31
LUKE HANSON Financial Wisdom Limited Current 2018-08-29
HUGH JAMES CAMPBELL Financial Wisdom Limited Current 2018-08-13
MICHAEL HUGH MCGOWAN Financial Wisdom Limited Current 2018-06-29
DAVID BRUCE NIMMO Financial Wisdom Limited Current 2018-06-26
NICKY JAMES LOGAN Financial Wisdom Limited Current 2018-06-22
RAYNARDO BRIAN HEINRICH Financial Wisdom Limited Current 2018-06-21
ALEX KAH MING HO Financial Wisdom Limited Current 2018-06-07
JULIE LOGAN Financial Wisdom Limited Current 2018-05-29
BENJAMIN BRYCE MILLER Financial Wisdom Limited Current 2018-05-18

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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.