CALVIN SAY MING NEE


Licensee: AUSTRALIAN PRIVATE WEALTH PTY LTD

CALVIN SAY MING NEE (Adviser# 001238048) 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 December 17, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name CALVIN SAY MING NEE
Adviser Number 001238048
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000405814
AUSTRALIAN PRIVATE WEALTH PTY LTD
Licence Controlled By APW PARTNERS GROUP PTY LTD
APW PARTNERS PTY LTD [Date Ceased: 10/10/2017]
Adviser Start Date 2015-12-17
Appointing Representative Name AUSTRALIAN PRIVATE WEALTH PTY LTD
Appointing Representative Number 000405814
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • CALVIN SAY MING NEE
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business RMIT
Grad Dip Applied Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000405814 AUSTRALIAN PRIVATE WEALTH PTY LTD
Licence controlled by: APW PARTNERS GROUP PTY LTD ~ APW PARTNERS PTY LTD [Date Ceased: 10/10/2017]
2015-12-17 - AUSTRALIAN PRIVATE WEALTH PTY LTD

Licensee Information

Licence Name AUSTRALIAN PRIVATE WEALTH PTY LTD
Licence Number 000405814

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.