ZHE YU (Adviser# 001238974) 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 July 17, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ZHE YU |
| Adviser Number | 001238974 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000503886 KVB WEALTH MANAGEMENT PTY LTD |
| Licence Controlled By | KVB KUNLUN HOLDINGS LIMITED |
| Adviser Start Date | 2018-07-17 |
| Appointing Representative Name | KVB WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000503886 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning FNS50615 | RG146 - Mentor Education |
| Diploma of Financial Planning FNS50615 | RG146 - Mentor Education |
| Diploma of Financial Planning FNS50615 | RG146 - Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000503886 |
KVB WEALTH MANAGEMENT PTY LTD
Licence controlled by: KVB KUNLUN HOLDINGS LIMITED |
2018-07-17 - | KVB WEALTH MANAGEMENT PTY LTD |
| 000226602 | KVB KUNLUN PTY LTD | 2016-02-02 - | KVB KUNLUN PTY LTD |
| 000334293 | KVB GLOBAL MARKETS PTY LTD | 2016-02-02 - | KVB GLOBAL MARKETS PTY LTD |
| Licence Name | KVB WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000503886 |
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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.