WAI LING TONG CHAN


Licensee: NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD

WAI LING TONG CHAN (Adviser# 000233300) 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 August 23, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name WAI LING TONG CHAN
Adviser Number 000233300
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 16350298037
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000457600
NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD
Licence ABN 79128403798
Adviser Start Date 2018-08-23
Appointing Representative Name NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD
Appointing Representative Number 000457600
Appointing Representative ABN 79128403798
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • WAI LING TONG CHAN
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce Accounting - University of Western Sydney
Certificate in Generic Knowledge International Institute of Technology
Certificate in Insurance International Institute of Technology
Certificate in Skills International Institute of Technology
Insurance Adviser Basic Certificate FPA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000457600 NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD 2018-08-23 - NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD
000231140 MASU FINANCIAL MANAGEMENT PTY LTD 2017-07-11 - 2018-08-29 MASU FINANCIAL MANAGEMENT PTY LTD
000231140 MASU FINANCIAL MANAGEMENT PTY LTD 2012-08-06 - 2015-11-05 MASU FINANCIAL MANAGEMENT PTY LTD

Licensee Information

Licence Name NSW COMPLETE FINANCIAL SERVICES GROUP PTY LTD
Licence Number 000457600
Licence ABN 79128403798

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHANH KIEN KHA Nsw Complete Financial Services Group Pty Ltd Current 2018-08-21
SELINA S CHENG Nsw Complete Financial Services Group Pty Ltd Current 2018-08-21
DIEGO CARRASCO Nsw Complete Financial Services Group Pty Ltd Current 2018-07-09
TERESA JANE CARRASCO Nsw Complete Financial Services Group Pty Ltd Current 2018-07-09
BEN RAYMOND FARNSWORTH Nsw Complete Financial Services Group Pty Ltd Current 2018-07-09
LEIGH BIRCH Nsw Complete Financial Services Group Pty Ltd Current 2018-07-06
MAN JOUNG LEE Nsw Complete Financial Services Group Pty Ltd Current 2018-06-28
RICHARD LYNCH Nsw Complete Financial Services Group Pty Ltd Current 2018-05-10
GLENN BALDERSTON Nsw Complete Financial Services Group Pty Ltd Current 2017-03-06
ALICE LI ZHENG Nsw Complete Financial Services Group Pty Ltd Current 2016-10-13

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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.