BO RAM CHOI


Licensee: PERPETUAL TRUSTEE COMPANY LIMITED

BO RAM CHOI (Adviser# 001236009) 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, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name BO RAM CHOI
Adviser Number 001236009
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000236643
PERPETUAL TRUSTEE COMPANY LIMITED
Licence ABN 42000001007
Licence Controlled By PERPETUAL LIMITED
Adviser Start Date 2017-10-31
Appointing Representative Name PERPETUAL TRUSTEE COMPANY LIMITED
Appointing Representative Number 000236643
Appointing Representative ABN 42000001007

Authorisations to provide financial product advice

  • BO RAM CHOI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Kaplan
Bachelor of Business Monash University
Diploma of Financial Planning Monarch Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000236643 PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED
2017-10-31 - PERPETUAL TRUSTEE COMPANY LIMITED
000297276 PARAGEM PTY LIMITED
Licence controlled by: HUB24 LIMITED
Further restrictions: MDA Services limited to investments held within a regulated platform.Superannuation excludes Self Managed Superannuation Funds.
2015-10-01 - 2016-10-13 PARAGEM PTY LIMITED

Licensee Information

Licence Name PERPETUAL TRUSTEE COMPANY LIMITED
Licence Number 000236643
Licence ABN 42000001007

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SIMON ROGERS Perpetual Trustee Company Limited Current 2018-07-31
KABILAN MURUGANANTHAN Perpetual Trustee Company Limited Current 2018-05-03
RUBY PIETY HAASE Perpetual Trustee Company Limited Current 2018-04-24
FRANCOIS LEONARDO PETITTO Perpetual Trustee Company Limited Current 2018-02-28
DAVID JOHN HURLEY Perpetual Trustee Company Limited Current 2018-01-04
MICHAEL JOHN TURNER Perpetual Trustee Company Limited Current 2017-11-20
KATHERINE LOUISE PANCARI Perpetual Trustee Company Limited Current 2017-10-24
ROBERT WOODFORD Perpetual Trustee Company Limited Current 2017-07-28
PHILLIP NICOLAS BURES Perpetual Trustee Company Limited Current 2017-07-03
YEW LIP Perpetual Trustee Company Limited Current 2017-05-16

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Dataset Information


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.