CHRIS WONG (Adviser# 001006301) 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 October 31, 2016.
| Register Name | Financial Advisers |
| Adviser Name | CHRIS WONG |
| Adviser Number | 001006301 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2003 |
| Financial Service (AFS) Licence |
Licence# 000236776 AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD. |
| Licence ABN | 62006940923 |
| Licence Controlled By | TAKUMI FAMILY PTY LTD ATF TAKUMI SARAFOV FAMILY TRUST |
| Adviser Start Date | 2016-10-31 |
| Appointing Representative Name | AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD. |
| Appointing Representative Number | 000236776 |
| Appointing Representative ABN | 62006940923 |
| Memberships |
Financial Planning Association of Australia (FPA) Institute of Public Accountants (IPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | International Institute of Technology Pty Ltd (IIT) |
| Bachelor of Economics | La Trobe University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000236776 |
AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.
Licence controlled by: TAKUMI FAMILY PTY LTD ATF TAKUMI SARAFOV FAMILY TRUST |
2016-10-31 - | AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD. |
| 000234656 |
IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2014-07-01 - 2015-10-29 | IPAC SECURITIES LIMITED |
| 000225492 |
TOTAL SUPER SOLUTIONS PTY. LTD.
Licence controlled by: AMP LIMITED Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives. |
2014-07-01 - 2015-10-29 | TOTAL SUPER SOLUTIONS PTY. LTD. |
| 000225492 |
TOTAL SUPER SOLUTIONS PTY. LTD.
Licence controlled by: AMP LIMITED |
2003-02-01 - 2014-07-01 |
| Licence Name | AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD. |
| Licence Number | 000236776 |
| Licence ABN | 62006940923 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LUKE PHILLIP GEORGE PRICE | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2017-08-07 |
| SIMON JOHN EREAUT | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2017-08-07 |
| CAROL TAWFIK | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2017-07-04 |
| HAYDEN CURTIES WINDSOR | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2015-05-01 |
| ROBERT SARAFOV | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2008-07-01 |
| MICHAEL FRANCIS TRATT | Australian Private Capital Advisory Services Pty. Ltd. | Ceased | 2003-11-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LUKE PHILLIP GEORGE PRICE | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2017-08-07 |
| SIMON JOHN EREAUT | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2017-08-07 |
| CAROL TAWFIK | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2017-07-04 |
| HAYDEN CURTIES WINDSOR | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2015-05-01 |
| ROBERT SARAFOV | Australian Private Capital Advisory Services Pty. Ltd. | Current | 2008-07-01 |
| MICHAEL FRANCIS TRATT | Australian Private Capital Advisory Services Pty. Ltd. | Ceased | 2003-11-02 |
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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.