CHERRY LAI (Adviser# 001252353) 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 March 19, 2018.
| Register Name | Financial Advisers |
| Adviser Name | CHERRY LAI |
| Adviser Number | 001252353 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000223328 M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence ABN | 43001823678 |
| Adviser Start Date | 2018-03-19 |
| Appointing Representative Name | M D PHILLIPS & ASSOCIATES PTY LTD |
| Appointing Representative Number | 000223328 |
| Appointing Representative ABN | 43001823678 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Planning | Kaplan |
| Master of Financial Planning | Western Sydney University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223328 | M D PHILLIPS & ASSOCIATES PTY LTD | 2018-03-19 - | M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence Name | M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence Number | 000223328 |
| Licence ABN | 43001823678 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL DAVID PHILLIPS | M D Phillips & Associates Pty Ltd | Ceased | 2010-03-26 |
| JANET YEUNG | M D Phillips & Associates Pty Ltd | Ceased | 2010-03-26 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| MICHAEL DAVID PHILLIPS | M D Phillips & Associates Pty Ltd | Ceased | 2010-03-26 |
| JANET YEUNG | M D Phillips & Associates Pty Ltd | Ceased | 2010-03-26 |
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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.