LAUREN CHAN (Adviser# 000453051) 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 February 7, 2014.
| Register Name | Financial Advisers |
| Adviser Name | LAUREN CHAN |
| Adviser Number | 000453051 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000313217 QI FINANCIAL PTY LTD |
| Licence ABN | 11124979666 |
| Licence Controlled By | WING PLAN PTY LTD |
| Adviser Start Date | 2014-02-07 |
| Appointing Representative Name | QI FINANCIAL PTY LTD |
| Appointing Representative Number | 000313217 |
| Appointing Representative ABN | 11124979666 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | Accounting - Macquarie University |
| Diploma of Financial Planning | KAPLAN Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000313217 |
QI FINANCIAL PTY LTD
Licence controlled by: WING PLAN PTY LTD |
2014-02-07 - | QI FINANCIAL PTY LTD |
| Licence Name | QI FINANCIAL PTY LTD |
| Licence Number | 000313217 |
| Licence ABN | 11124979666 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID JOHN SCOTT PERKIN | Qi Financial Pty Ltd | Ceased | 2015-09-14 |
| PETER ALEXANDER ROE | Qi Financial Pty Ltd | Current | 2013-01-08 |
| JARRAD BLEECHMORE | Qi Financial Pty Ltd | Current | 2011-07-05 |
| BRETT WING | Qi Financial Pty Ltd | Current | 2008-08-08 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAVID JOHN SCOTT PERKIN | Qi Financial Pty Ltd | Ceased | 2015-09-14 |
| PETER ALEXANDER ROE | Qi Financial Pty Ltd | Current | 2013-01-08 |
| JARRAD BLEECHMORE | Qi Financial Pty Ltd | Current | 2011-07-05 |
| BRETT WING | Qi Financial Pty Ltd | Current | 2008-08-08 |
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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.