MARLEN LIBERMAN


Licensee: WESTPAC BANKING CORPORATION

MARLEN LIBERMAN (Adviser# 000427778) 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 10, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARLEN LIBERMAN
Adviser Number 000427778
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000233714
WESTPAC BANKING CORPORATION
Licence ABN 33007457141
Licence Controlled By WESTPAC BANKING CORPORATION
Adviser Start Date 2016-10-10
Appointing Representative Name WESTPAC BANKING CORPORATION
Appointing Representative Number 000233714
Appointing Representative ABN 33007457141
Memberships Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MARLEN LIBERMAN
  • ·
  • 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
Advanced Diploma of Financial Services (Financial Planning) Financial Planning Association (FPA)
Bachelor of Commerce University of Western Sydney (UWS)
Diploma of Financial Services (Financial Planning) Financial Planning Association (FPA)
Masters of Commerce Financial Planning Association (FPA)
SMSF Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2016-10-10 - WESTPAC BANKING CORPORATION
000238098 CITIGROUP PTY LIMITED
Licence controlled by: Citi Investments Bahamas Limited ~ Citi Overseas Holdings Bahamas Limited
2015-06-15 - 2016-09-08 CITIGROUP PTY LIMITED
000234665 CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2012-09-10 - 2015-06-16 CHARTER FINANCIAL PLANNING LIMITED
000238317 CREDIT UNION AUSTRALIA LTD 2007-05-11 - 2012-03-31

Licensee Information

Licence Name WESTPAC BANKING CORPORATION
Licence Number 000233714
Licence ABN 33007457141

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
YING ZHU Westpac Banking Corporation Current 2018-06-19
PAUL DAO Westpac Banking Corporation Current 2018-05-08
ADAM SULLIVAN Westpac Banking Corporation Current 2018-04-23
LUCINDA NUTTING Westpac Banking Corporation Current 2018-04-18
WEIFENG DONG Westpac Banking Corporation Current 2018-04-13
GREY GONZALES Westpac Banking Corporation Current 2018-03-23
MICHAEL AZZI Westpac Banking Corporation Current 2018-02-20
XIAO HE Westpac Banking Corporation Current 2018-02-19
ANDREW FERGUSON Westpac Banking Corporation Current 2018-02-09
ERIN LANE Westpac Banking Corporation Current 2017-12-12

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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.