WILSON FUNG (Adviser# 001249717) 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 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | WILSON FUNG |
| Adviser Number | 001249717 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000488612 HOUSE OF WEALTH FINANCIAL PLANNING PTY LTD |
| Licence Controlled By | Wilson FUNG |
| Adviser Start Date | 2018-07-01 |
| Appointing Representative Name | HOUSE OF WEALTH FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000488612 |
| Memberships |
CPA Australia (CPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commence | Deakin University |
| CPA | CPA Australia |
| Diploma of Financial Planning | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000488612 |
HOUSE OF WEALTH FINANCIAL PLANNING PTY LTD
Licence controlled by: Wilson FUNG |
2018-07-01 - | HOUSE OF WEALTH FINANCIAL PLANNING PTY LTD |
| Licence Name | HOUSE OF WEALTH FINANCIAL PLANNING PTY LTD |
| Licence Number | 000488612 |
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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.