SEAN WILLIAM WHELAN


Licensee: ONE ADVISORY WEALTH PTY LTD

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.

Adviser Overview

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

Authorisations to provide financial product advice

  • SEAN WILLIAM WHELAN
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Arts in Accountancy University of South Australia
FNS Financial Services Training Package Certificate Terra Cordis

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000487978 ONE ADVISORY WEALTH PTY LTD 2017-01-23 - ONE ADVISORY WEALTH PTY LTD

Licensee Information

Licence Name ONE ADVISORY WEALTH PTY LTD
Licence Number 000487978

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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.