KEVIN SHEN (Adviser# 001003675) 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 22, 2018.
| Register Name | Financial Advisers |
| Adviser Name | KEVIN SHEN |
| Adviser Number | 001003675 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000409361 MERIT WEALTH PTY LTD |
| Licence ABN | 89125557002 |
| Licence Controlled By | EASTON INVESTMENTS LIMITED |
| Adviser Start Date | 2018-01-22 |
| Appointing Representative Name | MERIT WEALTH PTY LTD |
| Appointing Representative Number | 000409361 |
| Appointing Representative ABN | 89125557002 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma Financial Planning | AAMC |
| Diploma of Financial Services (Financial Planning) | AAMC |
| Self Managed Superannuation Funds | AAMC |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000409361 |
MERIT WEALTH PTY LTD
Licence controlled by: EASTON INVESTMENTS LIMITED |
2018-01-22 - | MERIT WEALTH PTY LTD |
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2017-08-29 - 2017-10-31 | NOW PROSPER PTY LIMITED |
| 000323825 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED | 2017-05-26 - 2017-08-11 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED |
| 000345905 | MYPLANNER AUSTRALIA PTY LTD | 2017-04-04 - 2017-04-20 | MYPLANNER AUSTRALIA PTY LTD |
| 000283049 |
SPECIALIST ADVICE SERVICES PTY LTD
Licence controlled by: SUPER ADVICE CORPORATE SERVICES PTY LTD Further restrictions: Managed Investment Schemes - IDPS Only |
2016-05-03 - 2016-09-23 | PERSONAL ADVICE SERVICES PTY LTD |
| 000423717 |
ACN 143 933 644 PTY LTD
Licence controlled by: ACN 161 598 938 PTY LTD |
2016-03-11 - 2016-04-11 | IRIDIUM FINANCIAL PLANNING PTY LTD |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2014-12-19 - 2016-02-05 | NATIONAL AUSTRALIA BANK LIMITED |
| Licence Name | MERIT WEALTH PTY LTD |
| Licence Number | 000409361 |
| Licence ABN | 89125557002 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHARBEL CHIDIAC | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| KELSEY LAWRENCE | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| JUSTINE VORICH | Merit Wealth Pty Ltd | Current | 2018-08-21 |
| NOELIA CUSTODIO PINTO | Merit Wealth Pty Ltd | Current | 2018-08-20 |
| JOANNA KATE SCRIMA | Merit Wealth Pty Ltd | Current | 2018-08-09 |
| JAMES BALL | Merit Wealth Pty Ltd | Current | 2018-08-06 |
| ROHAN GEOFFREY GRIFFITHS | Merit Wealth Pty Ltd | Current | 2018-07-30 |
| WASALA MUDIYANSELAGE CHARITHA PRASANN WASALA | Merit Wealth Pty Ltd | Current | 2018-07-30 |
| DAVID JOHN SCOTT | Merit Wealth Pty Ltd | Current | 2018-07-27 |
| LILIAN FISHER | Merit Wealth Pty Ltd | Current | 2018-07-27 |
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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.