WINNIE CHEN (Adviser# 000314455) 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 18, 2018.
| Register Name | Financial Advisers |
| Adviser Name | WINNIE CHEN |
| Adviser Number | 000314455 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2007 |
| Financial Service (AFS) Licence |
Licence# 000504663 HALO FINANCIAL SERVICES PTY LTD |
| Licence Controlled By | Anthony Kim BRADSHAW |
| Adviser Start Date | 2018-08-18 |
| Appointing Representative Name | YEUNG'S ACCOUNTANT GROUP PTY LIMITED |
| Appointing Representative Number | 001266949 |
| Appointing Representative ABN | 28111246452 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Business Administraion | Northern Territory University |
| Business Management | Northern Territory University |
| Finance and Business | Northern Territory Univserity |
| PS 146 requirements | Traintrak |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000504663 |
HALO FINANCIAL SERVICES PTY LTD
Licence controlled by: Anthony Kim BRADSHAW |
2018-08-18 - | YEUNG'S ACCOUNTANT GROUP PTY LIMITED |
| 000429718 | LIBERTAS FINANCIAL PLANNING PTY LTD | 2013-01-18 - 2018-08-22 | LIBERTAS FINANCIAL PLANNING PTY LTD |
| Licence Name | HALO FINANCIAL SERVICES PTY LTD |
| Licence Number | 000504663 |
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| 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.