ALEX CHAN (Adviser# 001002660) 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 March 28, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ALEX CHAN |
| Adviser Number | 001002660 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000498715 APEX MACRO FINANCIAL GROUP PTY. LTD. |
| Adviser Start Date | 2018-03-28 |
| Appointing Representative Name | APEX MACRO FINANCIAL GROUP PTY. LTD. |
| Appointing Representative Number | 000498715 |
| Memberships | Association of Financial Advisers (AFA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Bachelor of Commerce/Arts | Deakin University |
| Diploma of Financial Planning | Kaplan Professional |
| Margin Lending | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000498715 | APEX MACRO FINANCIAL GROUP PTY. LTD. | 2018-03-28 - | APEX MACRO FINANCIAL GROUP PTY. LTD. |
| 000232595 |
HSBC BANK AUSTRALIA LIMITED
Further restrictions: Authorised to give superannuation advice, excluding SMSF. |
2014-11-10 - 2018-03-27 | HSBC BANK AUSTRALIA LIMITED |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2007-05-24 - 2014-11-09 |
| Licence Name | APEX MACRO FINANCIAL GROUP PTY. LTD. |
| Licence Number | 000498715 |
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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.