YEW LIP (Adviser# 000443637) 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 May 16, 2017.
| Register Name | Financial Advisers |
| Adviser Name | YEW LIP |
| Adviser Number | 000443637 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000236643 PERPETUAL TRUSTEE COMPANY LIMITED |
| Licence ABN | 42000001007 |
| Licence Controlled By | PERPETUAL LIMITED |
| Adviser Start Date | 2017-05-16 |
| Appointing Representative Name | PERPETUAL TRUSTEE COMPANY LIMITED |
| Appointing Representative Number | 000236643 |
| Appointing Representative ABN | 42000001007 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services | Tribeca |
| Bachelor of Business (Economics & Finance) | RMIT University |
| Diploma of Finance and Mortgage Broking Management | TAFE NSW |
| Margin Lending | GWM Adviser Services |
| Self Managed Superannuation Funds | Mentor Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000236643 |
PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED |
2017-05-16 - | PERPETUAL TRUSTEE COMPANY LIMITED |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2015-01-08 - 2017-04-06 | WESTPAC BANKING CORPORATION |
| 000240687 |
SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2013-08-12 - 2014-01-13 | |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2012-10-08 - 2013-08-09 | |
| 000245569 |
MERITUM FINANCIAL GROUP PTY LTD
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2011-02-14 - 2012-10-05 |
| Licence Name | PERPETUAL TRUSTEE COMPANY LIMITED |
| Licence Number | 000236643 |
| Licence ABN | 42000001007 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SIMON ROGERS | Perpetual Trustee Company Limited | Current | 2018-07-31 |
| KABILAN MURUGANANTHAN | Perpetual Trustee Company Limited | Current | 2018-05-03 |
| RUBY PIETY HAASE | Perpetual Trustee Company Limited | Current | 2018-04-24 |
| FRANCOIS LEONARDO PETITTO | Perpetual Trustee Company Limited | Current | 2018-02-28 |
| DAVID JOHN HURLEY | Perpetual Trustee Company Limited | Current | 2018-01-04 |
| MICHAEL JOHN TURNER | Perpetual Trustee Company Limited | Current | 2017-11-20 |
| BO RAM CHOI | Perpetual Trustee Company Limited | Current | 2017-10-31 |
| KATHERINE LOUISE PANCARI | Perpetual Trustee Company Limited | Current | 2017-10-24 |
| ROBERT WOODFORD | Perpetual Trustee Company Limited | Current | 2017-07-28 |
| PHILLIP NICOLAS BURES | Perpetual Trustee Company Limited | Current | 2017-07-03 |
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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.