GEORGE ESPANDIAR


Licensee: WISDOM WEALTH PTY LTD

GEORGE ESPANDIAR (Adviser# 001247226) 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 August 31, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name GEORGE ESPANDIAR
Adviser Number 001247226
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000488036
WISDOM WEALTH PTY LTD
Licence Controlled By Robert NEGRI
Adviser Start Date 2016-08-31
Appointing Representative Name WISDOM WEALTH PTY LTD
Appointing Representative Number 000488036
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • GEORGE ESPANDIAR
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business Victoria University
Certificate of Public Practice Institute of Chartered Accounatants
Chartered Accountants Program Institute of Chartered Accountants
Diploma of Financial Planning Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000488036 WISDOM WEALTH PTY LTD
Licence controlled by: Robert NEGRI
2016-08-31 - WISDOM WEALTH PTY LTD

Licensee Information

Licence Name WISDOM WEALTH PTY LTD
Licence Number 000488036

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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.