JASON CHEW

Licensee: AFFINIA FINANCIAL ADVISERS LIMITED

JASON CHEW (Adviser# 000343467) 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 September 25, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JASON CHEW
Adviser Number 000343467
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000237857
AFFINIA FINANCIAL ADVISERS LIMITED
Licence ABN 13085335397
Adviser Start Date 2017-09-25
Appointing Representative Name AFFINIA FINANCIAL ADVISERS LIMITED
Appointing Representative Number 000237857
Appointing Representative ABN 13085335397
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • JASON CHEW
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Pinnacle Financial Services Academy
Diploma of Financial Planning Traineeship Management Australia
SMSF Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000237857 AFFINIA FINANCIAL ADVISERS LIMITED 2017-09-25 - AFFINIA FINANCIAL ADVISERS LIMITED
000231138 FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
Further restrictions: Not authorised to provide personal advice on SMSF, Standard Margin Lending
2015-04-08 - 2017-09-22 FINANCIAL WISDOM LIMITED
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2012-10-31 - 2015-03-16
000232706 AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2009-12-15 - 2012-06-22

Licensee Information

Licence Name AFFINIA FINANCIAL ADVISERS LIMITED
Licence Number 000237857
Licence ABN 13085335397

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JENNY GIAQUINTA Affinia Financial Advisers Limited Current 2018-08-29
YESHA SHUKLA Affinia Financial Advisers Limited Current 2018-08-29
AFRODITE CASTELLI Affinia Financial Advisers Limited Current 2018-08-24
WAYNE ERNEST BROWN Affinia Financial Advisers Limited Current 2018-08-14
KRISTOPHER MEUWISSEN Affinia Financial Advisers Limited Current 2018-08-02
MELISSA PAPADIMAS Affinia Financial Advisers Limited Current 2018-07-31
LAUREN ISLES Affinia Financial Advisers Limited Current 2018-07-13
LUCY BOULOS Affinia Financial Advisers Limited Current 2018-07-11
RAPHAEL JUDE FERNANDEZ Affinia Financial Advisers Limited Current 2018-07-05
FRANK JOSEPH SCHAECHTILI Affinia Financial Advisers Limited Current 2018-06-18

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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.