VERA LIN


Licensee: ORD MINNETT LIMITED

VERA LIN (Adviser# 001266123) 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 19, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name VERA LIN
Adviser Number 001266123
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000237121
ORD MINNETT LIMITED
Licence ABN 86002733048
Licence Controlled By IOOF HOLDINGS LTD
Adviser Start Date 2018-07-19
Appointing Representative Name ORD MINNETT LIMITED
Appointing Representative Number 000237121
Appointing Representative ABN 86002733048

Authorisations to provide financial product advice

  • VERA LIN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
ADA 1 & 2 KAPLAN
ADA 1 & 2 KAPLAN
BACHELOR OF COMMERCE (FINANCE) UNSW
BACHELOR OF COMMERCE (FINANCE) UNSW
DFP DEAKIN UNIVERSITY
DFP DEAKIN UNIVERSITY
SUPERANNUATION DEAKIN
SUPERANNUATION DEAKIN

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237121 ORD MINNETT LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2018-07-19 - ORD MINNETT LIMITED
000237122 ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2018-07-19 - ORD MINNETT FINANCIAL PLANNING PTY LIMITED

Licensee Information

Licence Name ORD MINNETT LIMITED
Licence Number 000237121
Licence ABN 86002733048

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARY VAN DAALEN Ord Minnett Limited Current 2018-08-06
MATTHEW MALIN Ord Minnett Limited Current 2018-08-01
ANGELOS GIANNAKOPOULOS Ord Minnett Limited Current 2018-07-31
MELINDA LIPSHUTZ Ord Minnett Limited Current 2018-07-30
DALE WEEKS Ord Minnett Limited Current 2018-07-10
TONY HAWKINS Ord Minnett Limited Current 2018-06-18
BRIAN MANNING Ord Minnett Limited Current 2018-06-14
JOHN BLAND Ord Minnett Limited Current 2018-06-12
DEBRA HUNTLEY Ord Minnett Limited Current 2018-06-12
ERIC WONG Ord Minnett Limited Current 2018-06-04

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.