MENGQI LIU (Adviser# 001247214) 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 29, 2018.
| Register Name | Financial Advisers |
| Adviser Name | MENGQI LIU |
| Adviser Number | 001247214 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000233763 CARNBREA & CO. LTD. |
| Licence ABN | 33004739655 |
| Licence Controlled By |
BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 03/07/2018] The Trustee for Carnbrea Securities Trust |
| Adviser Start Date | 2018-06-29 |
| Appointing Representative Name | CARNBREA & CO. LTD. |
| Appointing Representative Number | 000233763 |
| Appointing Representative ABN | 33004739655 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional Education |
| Bachelor of Commerce (Accounting) | University of Sydney |
| Diploma in Financial Planning | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000233763 |
CARNBREA & CO. LTD.
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 03/07/2018] ~ The Trustee for Carnbrea Securities Trust |
2018-06-29 - | CARNBREA & CO. LTD. |
| 000456235 |
SOVEREIGN CAPITAL PTY LTD
Licence controlled by: BENNELONG WEALTH HOLDINGS PTY. LTD. [Date Ceased: 17/08/2018] ~ WTF Management Pty Ltd ATF Sovereign Partners Trust Further restrictions: Excludes Self-Managed Superannuation Funds |
2017-08-15 - 2018-06-29 | SOVEREIGN CAPITAL PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION Further restrictions: Excluding Self Managed Superannuation Funds |
2016-08-31 - 2017-08-11 | WESTPAC BANKING CORPORATION |
| Licence Name | CARNBREA & CO. LTD. |
| Licence Number | 000233763 |
| Licence ABN | 33004739655 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN MCCARTHY | Carnbrea & Co. Ltd. | Current | 2017-05-15 |
| DAVID JOHN KELLY | Carnbrea & Co. Ltd. | Current | 2016-08-16 |
| RIVEE DYLAN TAI TAO | Carnbrea & Co. Ltd. | Current | 2016-05-30 |
| ANDREW PEARCE | Carnbrea & Co. Ltd. | Ceased | 2015-10-26 |
| BEN MEIKLE | Carnbrea & Co. Ltd. | Current | 2015-09-23 |
| DEBRA GAYE ROBINSON | Carnbrea & Co. Ltd. | Current | 2014-11-08 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN MCCARTHY | Carnbrea & Co. Ltd. | Current | 2017-05-15 |
| DAVID JOHN KELLY | Carnbrea & Co. Ltd. | Current | 2016-08-16 |
| RIVEE DYLAN TAI TAO | Carnbrea & Co. Ltd. | Current | 2016-05-30 |
| ANDREW PEARCE | Carnbrea & Co. Ltd. | Ceased | 2015-10-26 |
| BEN MEIKLE | Carnbrea & Co. Ltd. | Current | 2015-09-23 |
| DEBRA GAYE ROBINSON | Carnbrea & Co. Ltd. | Current | 2014-11-08 |
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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.