CHENG AN WEE

Licensee: CW FINANCIAL SERVICES PTY. LTD.

CHENG AN WEE (Adviser# 001260818) 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 July 30, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name CHENG AN WEE
Adviser Number 001260818
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000481008
CW FINANCIAL SERVICES PTY. LTD.
Adviser Start Date 2018-07-30
Appointing Representative Name CW FINANCIAL SERVICES PTY. LTD.
Appointing Representative Number 000481008
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • CHENG AN WEE
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Commerce Degree University Of Newcastle
SMSF registered auditor ASIC
certificate of public practice institute of chartered accountants
chartered accountant institute of chartered accountants

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000481008 CW FINANCIAL SERVICES PTY. LTD. 2018-07-30 - CW FINANCIAL SERVICES PTY. LTD.

Licensee Information

Licence Name CW FINANCIAL SERVICES PTY. LTD.
Licence Number 000481008

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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.