SEAN WILLIAM WHELAN (Adviser# 001251450) 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 January 23, 2017.
Register Name | Financial Advisers |
Adviser Name | SEAN WILLIAM WHELAN |
Adviser Number | 001251450 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2017 |
Financial Service (AFS) Licence |
Licence# 000487978 ONE ADVISORY WEALTH PTY LTD |
Adviser Start Date | 2017-01-23 |
Appointing Representative Name | ONE ADVISORY WEALTH PTY LTD |
Appointing Representative Number | 000487978 |
Memberships |
Chartered Accountants Australia and New Zealand (CA) Tax Practitioners Board |
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Qualification / Degree | Institute / School |
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Bachelor of Arts in Accountancy | University of South Australia |
FNS Financial Services Training Package Certificate | Terra Cordis |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000487978 | ONE ADVISORY WEALTH PTY LTD | 2017-01-23 - | ONE ADVISORY WEALTH PTY LTD |
Licence Name | ONE ADVISORY WEALTH PTY LTD |
Licence Number | 000487978 |
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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.