BEN CHARLES TAYLOR WAUCHOPE


Licensee: LAWRENCE ADVICE PTY LTD

BEN CHARLES TAYLOR WAUCHOPE (Adviser# 000467194) 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 January 15, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name BEN CHARLES TAYLOR WAUCHOPE
Adviser Number 000467194
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000492049
LAWRENCE ADVICE PTY LTD
Licence Controlled By OPTUMUS ENTERPRISES PTY LTD
Adviser Start Date 2018-01-15
Appointing Representative Name LAWRENCE ADVICE PTY LTD
Appointing Representative Number 000492049
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • BEN CHARLES TAYLOR WAUCHOPE
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce The University of Western Australia
Diploma of Financial Planning Kaplan
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000492049 LAWRENCE ADVICE PTY LTD
Licence controlled by: OPTUMUS ENTERPRISES PTY LTD
2018-01-15 - LAWRENCE ADVICE PTY LTD
000385845 NEO FINANCIAL SOLUTIONS PTY LTD 2017-09-12 - 2018-01-15 LAWRENCE WEALTH PTY LTD
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
Further restrictions: Restricted from giving advice in Self Managed Superannuation Funds
2014-10-17 - 2017-08-07 PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licensee Information

Licence Name LAWRENCE ADVICE PTY LTD
Licence Number 000492049

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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.