KIN SAN SAM WONG

Licensee: BEAUMARIS MANAGEMENT PTY LTD

KIN SAN SAM WONG (Adviser# 001238327) 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 January 5, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name KIN SAN SAM WONG
Adviser Number 001238327
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 16768021377
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000356601
BEAUMARIS MANAGEMENT PTY LTD
Licence ABN 58062231430
Adviser Start Date 2016-01-05
Appointing Representative Name BEAUMARIS MANAGEMENT PTY LTD
Appointing Representative Number 000356601
Appointing Representative ABN 58062231430

Authorisations to provide financial product advice

  • KIN SAN SAM WONG
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
diploma of financial planning Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000356601 BEAUMARIS MANAGEMENT PTY LTD 2016-01-05 - BEAUMARIS MANAGEMENT PTY LTD

Licensee Information

Licence Name BEAUMARIS MANAGEMENT PTY LTD
Licence Number 000356601
Licence ABN 58062231430

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHUN MING LO Beaumaris Management Pty Ltd Current 2018-05-18
DEYU KONG Beaumaris Management Pty Ltd Current 2018-05-18
WENJIA LI Beaumaris Management Pty Ltd Ceased 2014-08-05
HUI WUN YONG Beaumaris Management Pty Ltd Current 2014-07-31
HENRY JOSEPH BEAUMARIS Beaumaris Management Pty Ltd Current 2010-08-06
ANTHONY CRAIG ROBINSON Beaumaris Management Pty Ltd Ceased 2010-08-06

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHUN MING LO Beaumaris Management Pty Ltd Current 2018-05-18
DEYU KONG Beaumaris Management Pty Ltd Current 2018-05-18
WENJIA LI Beaumaris Management Pty Ltd Ceased 2014-08-05
HUI WUN YONG Beaumaris Management Pty Ltd Current 2014-07-31
HENRY JOSEPH BEAUMARIS Beaumaris Management Pty Ltd Current 2010-08-06
ANTHONY CRAIG ROBINSON Beaumaris Management Pty Ltd Ceased 2010-08-06

Competitor

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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.