DAVID SOO LIN TAN


Licensee: FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD

DAVID SOO LIN TAN (Adviser# 001264785) 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 18, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID SOO LIN TAN
Adviser Number 001264785
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000484855
FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD
Licence Controlled By David Soo Lin TAN
Adviser Start Date 2018-05-18
Appointing Representative Name FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD
Appointing Representative Number 000484855
Memberships CPA Australia (CPA)
Institute of Public Accountants (IPA)

Authorisations to provide financial product advice

  • DAVID SOO LIN TAN
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
RG 146 Tier 1 Terra Cordis Pty Ltd
SMSF Auditor ASIC
SMSF Auditor Competency Exam ASL Assessment Services Pty Ltd
SMSF Strategies Specialist Adviser Training Assessment SMSF Strategies

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000484855 FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD
Licence controlled by: David Soo Lin TAN
2018-05-18 - FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD

Licensee Information

Licence Name FIRST PRIORITY ACCOUNTING & TAXATION PTY LTD
Licence Number 000484855

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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.