JUDY KWAN


Licensee: JKM ADVICE PTY LIMITED

JUDY KWAN (Adviser# 001264976) 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 25, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JUDY KWAN
Adviser Number 001264976
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000485489
JKM ADVICE PTY LIMITED
Licence Controlled By Judy KWAN
Adviser Start Date 2017-07-25
Appointing Representative Name JKM ADVICE PTY LIMITED
Appointing Representative Number 000485489
Memberships Chartered Accountants Australia and New Zealand (CA)

Authorisations to provide financial product advice

  • JUDY KWAN
  • ·
  • Superannuation Self Managed
  • ·
  • Superannuation Existing Holding
  • ·
  • Product Class Securities
  • ·
  • Product Class Simple Managed Investment Schemes
  • ·
  • Product Class Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Master of Applied Finance (Financial Planning) Charles Sturt University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000485489 JKM ADVICE PTY LIMITED
Licence controlled by: Judy KWAN
2017-07-25 - JKM ADVICE PTY LIMITED

Licensee Information

Licence Name JKM ADVICE PTY LIMITED
Licence Number 000485489

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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.