OWEN FRANCIS HOUSTON

Licensee: SMART FINANCIAL PLANNING PTY LTD

OWEN FRANCIS HOUSTON (Adviser# 001002149) 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 28, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name OWEN FRANCIS HOUSTON
Adviser Number 001002149
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1994
Financial Service (AFS) Licence Licence# 000240713
SMART FINANCIAL PLANNING PTY LTD
Licence ABN 69095703638
Adviser Start Date 2018-06-28
Appointing Representative Name BIU LI
Appointing Representative Number 001002154
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • OWEN FRANCIS HOUSTON
  • ·
  • 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
B Comm University of NSW
Chartered Accountant CA ANZ
Diploma The Securities Institute of Australia
Financial Planning Specialist CA ANZ

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000240713 SMART FINANCIAL PLANNING PTY LTD 2018-06-28 - BIU LI

Licensee Information

Licence Name SMART FINANCIAL PLANNING PTY LTD
Licence Number 000240713
Licence ABN 69095703638

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BIU LI Smart Financial Planning Pty Ltd Current 2018-06-26

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BIU LI Smart Financial Planning Pty Ltd Current 2018-06-26

Competitor

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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.