CHERRY CHEN


Licensee: BW FINANCIAL ADVICE LIMITED

CHERRY CHEN (Adviser# 001245974) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is November 24, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name CHERRY CHEN
Adviser Number 001245974
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000230727
BW FINANCIAL ADVICE LIMITED
Licence ABN 97097084878
Licence Controlled By COMMONWEALTH BANK OF AUSTRALIA
Adviser Start Date 2016-11-24
Adviser End Date 2017-03-15
Appointing Representative Name BW FINANCIAL ADVICE LIMITED
Appointing Representative Number 000230727
Appointing Representative ABN 97097084878
Memberships CPA Australia (CPA)
Further Restrictions Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Authorisations to provide financial product advice

  • CHERRY CHEN

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services (Financial Planning) Kaplan Professional
Master of Commerce (Accounting) University of Sydney

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
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
2016-11-24 - 2017-03-15 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
2016-08-02 - COMMONWEALTH FINANCIAL PLANNING LIMITED

Licensee Information

Licence Name BW FINANCIAL ADVICE LIMITED
Licence Number 000230727
Licence ABN 97097084878

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ELLISON RYAN SAN PEDRO Bw Financial Advice Limited Ceased 2016-11-28
LI WEN KANG Bw Financial Advice Limited Ceased 2016-11-24
ERIC XUAN XU Bw Financial Advice Limited Ceased 2016-04-15
ELLEN VAN Bw Financial Advice Limited Ceased 2015-10-09
JAKE ENASIO Bw Financial Advice Limited Ceased 2015-10-09
JAMES DAVIS Bw Financial Advice Limited Ceased 2015-06-11
KUMAR MADAPPA Bw Financial Advice Limited Ceased 2015-03-24
ANDREW HADJIDEMETRI Bw Financial Advice Limited Ceased 2015-03-24
SHEILA GENEVIEVE KATRE Bw Financial Advice Limited Ceased 2014-07-14
AHMED GHAZZAWI Bw Financial Advice Limited Ceased 2014-07-01

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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.