PAUL CHIU-PO LAM

Licensee: PAUL CHIU PO LAM

PAUL CHIU-PO LAM (Adviser# 001257378) 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 October 9, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL CHIU-PO LAM
Adviser Number 001257378
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 40708396364
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000460296
PAUL CHIU PO LAM
Licence ABN 40708396364
Adviser Start Date 2014-10-09
Appointing Representative Name PAUL CHIU PO LAM
Appointing Representative Number 000460296
Appointing Representative ABN 40708396364
Memberships CPA Australia (CPA)
The Tax Institute

Authorisations to provide financial product advice

  • PAUL CHIU-PO LAM
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Certificate in Applied Self-Managed Super Fund Advice Australian Executor Trustees
Financial Planning course CPA Australia
Graduate Diploma of Business (Accounting) Victoria College / Deakin University
Intensive Course in Financial Planning CPA Australia
Master of Business Administration Heriot-Watt University, UK

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000460296 PAUL CHIU PO LAM 2014-10-09 - PAUL CHIU PO LAM
000234951 PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD
2003-12-08 - 2012-08-20 PAUL CHIU-PO LAM

Licensee Information

Licence Name PAUL CHIU PO LAM
Licence Number 000460296
Licence ABN 40708396364

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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.