PAUL SUN

Licensee: PAUL SUN

PAUL SUN (Adviser# 001264502) 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 May 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PAUL SUN
Adviser Number 001264502
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 14877103674
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000488968
PAUL SUN
Adviser Start Date 2017-05-01
Appointing Representative Name PAUL SUN
Appointing Representative Number 000488968
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • PAUL SUN
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Life Risk Insurance
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning KAPLAN Professional
Graduate Diploma in Management Australian Graduate School of Management
Graduate Diploma of Applied Finance and Investment FINSIA
Masters of Professional Accounting University of Western Sydney

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000488968 PAUL SUN 2017-05-01 - PAUL SUN

Licensee Information

Licence Name PAUL SUN
Licence Number 000488968

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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.