LISA-ANNE HAN (Adviser# 000423160) 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 July 7, 2016.
| Register Name | Financial Advisers |
| Adviser Name | LISA-ANNE HAN |
| Adviser Number | 000423160 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000436121 APT WEALTH PARTNERS PTY LTD |
| Licence ABN | 49159583847 |
| Licence Controlled By | NUT Holdings Pty Ltd ATF NUT Unit Trust |
| Adviser Start Date | 2016-07-07 |
| Appointing Representative Name | APT WEALTH PARTNERS PTY LTD |
| Appointing Representative Number | 000436121 |
| Appointing Representative ABN | 49159583847 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Accounting | Royal Melbourne Institute of Technology |
| Bachelor of Business (Banking and Finance) | Victoria University of Technology |
| Certified Financial Planner | Financial Planning Association of Australia |
| Master of Financial Planning | Royal Melbourne Institute of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000436121 |
APT WEALTH PARTNERS PTY LTD
Licence controlled by: NUT Holdings Pty Ltd ATF NUT Unit Trust |
2016-07-07 - | APT WEALTH PARTNERS PTY LTD |
| 000240837 |
BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2012-06-18 - 2013-05-31 | LISA-ANNE HAN |
| Licence Name | APT WEALTH PARTNERS PTY LTD |
| Licence Number | 000436121 |
| Licence ABN | 49159583847 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SEAN MORAN | Apt Wealth Partners Pty Ltd | Current | 2018-05-21 |
| ADAM BAJCARZ | Apt Wealth Partners Pty Ltd | Current | 2018-05-08 |
| EMILY CHIARA LANCIANA | Apt Wealth Partners Pty Ltd | Current | 2018-02-05 |
| PRESTON RANDALL FOSTER | Apt Wealth Partners Pty Ltd | Current | 2017-11-27 |
| ROBERT GEORGE GREIG | Apt Wealth Partners Pty Ltd | Current | 2017-10-16 |
| MATTHEW JAMES DUNBAR | Apt Wealth Partners Pty Ltd | Current | 2017-04-18 |
| MICHAEL BRANDT | Apt Wealth Partners Pty Ltd | Current | 2017-03-27 |
| DENISE SAMANTHA SUN NARANJILLA | Apt Wealth Partners Pty Ltd | Current | 2017-03-06 |
| SARAH GONZALES | Apt Wealth Partners Pty Ltd | Current | 2016-05-06 |
| KIERAN KELLY | Apt Wealth Partners Pty Ltd | Ceased | 2016-05-06 |
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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.