AARON JEN KEAT CHEW

Licensee: BONGIORNO WEALTH MANAGEMENT PTY LTD

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.

Adviser Overview

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)

Authorisations to provide financial product advice

  • AARON JEN KEAT CHEW
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

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

Adviser employment history

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

Licensee Information

Licence Name BONGIORNO WEALTH MANAGEMENT PTY LTD
Licence Number 000345313

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.