MICHAEL FONG (Adviser# 001009269) 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, 2017.
| Register Name | Financial Advisers |
| Adviser Name | MICHAEL FONG |
| Adviser Number | 001009269 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000235364 EQ FINANCIAL PTY LTD |
| Licence ABN | 90087696526 |
| Adviser Start Date | 2017-03-28 |
| Appointing Representative Name | EQ FINANCIAL PTY LTD |
| Appointing Representative Number | 000235364 |
| Appointing Representative ABN | 90087696526 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan |
| Bachelor of Business (Applied Finance) | University of Western Sydney |
| Diploma of Financial Services (Financial Planning) | MLC |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000235364 | EQ FINANCIAL PTY LTD | 2017-03-28 - | EQ FINANCIAL PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2015-06-12 - 2017-01-24 | CHARTER FINANCIAL PLANNING LIMITED |
| Licence Name | EQ FINANCIAL PTY LTD |
| Licence Number | 000235364 |
| Licence ABN | 90087696526 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN WILLIAM DORNEY | Eq Financial Pty Ltd | Current | 2003-09-17 |
| BRIAN JOHN TOWLE | Eq Financial Pty Ltd | Ceased | 2003-09-17 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| IAN WILLIAM DORNEY | Eq Financial Pty Ltd | Current | 2003-09-17 |
| BRIAN JOHN TOWLE | Eq Financial Pty Ltd | Ceased | 2003-09-17 |
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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.