AARON JEN KEAT CHEW (Adviser# 000408833) 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 29, 2015.
| Register Name | Financial Advisers |
| Adviser Name | AARON JEN KEAT CHEW |
| Adviser Number | 000408833 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000345313 BONGIORNO WEALTH MANAGEMENT PTY LTD |
| Adviser Start Date | 2015-07-29 |
| Appointing Representative Name | BONGIORNO WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000345313 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) | International Institute of Technology Pty Ltd (IIT) |
| Diploma of Financial Services (Financial Planning) | Mentor Education Pty Ltd |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000345313 | BONGIORNO WEALTH MANAGEMENT PTY LTD | 2015-07-29 - | BONGIORNO WEALTH MANAGEMENT PTY LTD |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2014-08-01 - 2015-04-17 | CHARTER FINANCIAL PLANNING LIMITED |
| 000273368 | STRATEGIC WEALTH SOLUTIONS PTY LIMITED | 2011-07-25 - 2014-08-01 |
| Licence Name | BONGIORNO WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000345313 |
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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.