SANDY MEI-CHING WONG (Adviser# 001259446) 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 April 1, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SANDY MEI-CHING WONG |
| Adviser Number | 001259446 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000245558 MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD |
| Licence ABN | 39073019815 |
| Adviser Start Date | 2018-04-01 |
| Appointing Representative Name | MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000245558 |
| Appointing Representative ABN | 39073019815 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | Kaplan Professional Education |
| Bachelor of Music | University of Melbourne |
| Margin Lending Accreditation Program | Stockbrokers Association of Australia |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000245558 | MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD | 2018-04-01 - | MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD |
| 000240813 |
MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC |
2017-10-17 - 2018-03-02 | MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD |
| Licence Name | MCLEAN DELMO BENTLEYS FINANCIAL SERVICES PTY LTD |
| Licence Number | 000245558 |
| Licence ABN | 39073019815 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| JOHN DELMO | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2018-06-28 |
| ROHAN MANSFIELD | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| TINA POLIMENI | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| VICKI CREMONA | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| DAVID TAYLOR | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| RENEE STEVENS | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| MANDY FINDLOW | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| LOUISE BULLOCK | Mclean Delmo Bentleys Financial Services Pty Ltd | Current | 2016-09-05 |
| ADAM ROBERTS | Mclean Delmo Bentleys Financial Services Pty Ltd | Ceased | 2016-09-05 |
| HAROLD LOURIE | Mclean Delmo Bentleys Financial Services Pty Ltd | Ceased | 2016-09-05 |
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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.