WEI PAN (Adviser# 001236245) 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 June 13, 2016.
| Register Name | Financial Advisers |
| Adviser Name | WEI PAN |
| Adviser Number | 001236245 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000231139 COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence ABN | 65003900169 |
| Licence Controlled By | COMMONWEALTH BANK OF AUSTRALIA |
| Adviser Start Date | 2016-06-13 |
| Appointing Representative Name | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Appointing Representative Number | 000231139 |
| Appointing Representative ABN | 65003900169 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Not authorised to provide personal advice on Securities, Standard Margin Lending |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Kaplan Professional |
| Graduate Diploma in Accounting | University of Western Sydney |
| Investment Adviser (Personal Advice) | Mentor Education |
| Master of Commerce | Macquarie University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities, Standard Margin Lending |
2016-06-13 - | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| 000230727 |
BW FINANCIAL ADVICE LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending |
2015-12-31 - 2016-06-10 | BW FINANCIAL ADVICE LIMITED |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending |
2015-10-13 - 2016-06-12 | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence Name | COMMONWEALTH FINANCIAL PLANNING LIMITED |
| Licence Number | 000231139 |
| Licence ABN | 65003900169 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| NILAM CHHOTUBHAI DAMANIA | Commonwealth Financial Planning Limited | Current | 2018-08-30 |
| TIMOTHY JOHN RENOUF | Commonwealth Financial Planning Limited | Current | 2018-08-29 |
| ANITA ISABELL PATTERSON | Commonwealth Financial Planning Limited | Ceased | 2018-08-23 |
| DUSTIN ADAMS | Commonwealth Financial Planning Limited | Current | 2018-08-13 |
| TSZ (NICOLE) LEUNG | Commonwealth Financial Planning Limited | Current | 2018-08-10 |
| KARL PAJKOVIC | Commonwealth Financial Planning Limited | Current | 2018-08-09 |
| MATTHEW HOWITT | Commonwealth Financial Planning Limited | Current | 2018-07-19 |
| CHRISTOFFEL VAN DEN BERG | Commonwealth Financial Planning Limited | Current | 2018-07-18 |
| JOSHUA REDMAN | Commonwealth Financial Planning Limited | Current | 2018-07-18 |
| SADIEL SHEIKH | Commonwealth Financial Planning Limited | Current | 2018-07-17 |
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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.