PETER JIANCHAO XU (Adviser# 001260205) 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 November 27, 2017.
| Register Name | Financial Advisers |
| Adviser Name | PETER JIANCHAO XU |
| Adviser Number | 001260205 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000385845 NEO FINANCIAL SOLUTIONS PTY LTD |
| Licence ABN | 64141607098 |
| Adviser Start Date | 2017-11-27 |
| Appointing Representative Name | AURORA WEALTH SOLUTIONS PTY LTD |
| Appointing Representative Number | 001260181 |
| Appointing Representative ABN | 49621129477 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Planning | Kaplan Professional Education |
| Bachelor of Business-Major in Finance | Edith Cowan University WA |
| Diploma of Financial Services (FP) | Pinnacle Financial Services Academy |
| Margin Lending-Knowledge & Skills | Kaplan Professional Education |
| Self Managed Superannuation Funds | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000385845 | NEO FINANCIAL SOLUTIONS PTY LTD | 2017-11-27 - | AURORA WEALTH SOLUTIONS PTY LTD |
| 000231139 |
COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2016-06-07 - 2017-10-02 | |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2012-07-23 - 2016-05-27 |
| Licence Name | NEO FINANCIAL SOLUTIONS PTY LTD |
| Licence Number | 000385845 |
| Licence ABN | 64141607098 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DAMIAN PETER CAVENEY | Neo Financial Solutions Pty Ltd | Current | 2018-07-01 |
| BRENDON HUNT | Neo Financial Solutions Pty Ltd | Current | 2018-06-27 |
| WAYNE ANTHONY DUNCAN | Neo Financial Solutions Pty Ltd | Current | 2018-02-15 |
| JAGMOHAN SINGH | Neo Financial Solutions Pty Ltd | Ceased | 2018-02-09 |
| DOMENICO PAUL COSTANZO | Neo Financial Solutions Pty Ltd | Current | 2017-11-30 |
| GREGG KRISTIAN WATTS | Neo Financial Solutions Pty Ltd | Current | 2017-10-09 |
| JEROME HANS PAUL WARE ORR-YOUNG | Neo Financial Solutions Pty Ltd | Current | 2017-09-20 |
| ANTONIO GIUSEPPE RACCUIA | Neo Financial Solutions Pty Ltd | Current | 2017-08-09 |
| SIMON JOHNS | Neo Financial Solutions Pty Ltd | Current | 2017-07-06 |
| KIM BRADLEY FEWINGS | Neo Financial Solutions Pty Ltd | Current | 2017-06-26 |
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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.