BIU LI (Adviser# 001002154) 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 26, 2018.
| Register Name | Financial Advisers |
| Adviser Name | BIU LI |
| Adviser Number | 001002154 |
| 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 | 2018-06-26 |
| Appointing Representative Name | SMART FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000240713 |
| Appointing Representative ABN | 69095703638 |
| Memberships |
CPA Australia (CPA) Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bacelor of Economics | University of Sydney |
| Chartered Accountant | Institute of Chartered Accountants |
| Financial Planner | Financial Planning Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000240713 | SMART FINANCIAL PLANNING PTY LTD | 2018-06-26 - | SMART FINANCIAL PLANNING PTY LTD |
| Licence Name | SMART FINANCIAL PLANNING PTY LTD |
| Licence Number | 000240713 |
| Licence ABN | 69095703638 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| OWEN FRANCIS HOUSTON | Smart Financial Planning Pty Ltd | Current | 2018-06-28 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| OWEN FRANCIS HOUSTON | Smart Financial Planning Pty Ltd | Current | 2018-06-28 |
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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.