BAOLIN LI

Licensee: LIFESPAN FINANCIAL PLANNING PTY LTD

BAOLIN LI (Adviser# 000462384) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is September 23, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name BAOLIN LI
Adviser Number 000462384
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000229892
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence ABN 23065921735
Licence Controlled By Castleguard Trust
Adviser Start Date 2016-09-23
Adviser End Date 2018-04-17
Appointing Representative Name LIFESPAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000229892
Appointing Representative ABN 23065921735

Authorisations to provide financial product advice

  • BAOLIN LI

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229892 LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust
2016-09-23 - 2018-04-17 LIFESPAN FINANCIAL PLANNING PTY LTD
000234664 SMSF ADVICE PTY 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.
2014-07-29 - 2016-03-16 SMSF ADVICE PTY LIMITED

Licensee Information

Licence Name LIFESPAN FINANCIAL PLANNING PTY LTD
Licence Number 000229892
Licence ABN 23065921735

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
GLENN ANDREW MALKIEWICZ Lifespan Financial Planning Pty Ltd Current 2018-08-07
JOSEPH BYLHOUWER Lifespan Financial Planning Pty Ltd Current 2018-07-24
OLIVER ALWAR Lifespan Financial Planning Pty Ltd Current 2018-07-11
MATTHEW PETER RHEINBERGER Lifespan Financial Planning Pty Ltd Current 2018-07-11
IAN NICHOLAS RITCHIE Lifespan Financial Planning Pty Ltd Current 2018-07-06
CHARLES PILLAY Lifespan Financial Planning Pty Ltd Current 2018-07-06
JANET LESLEY BUTLER Lifespan Financial Planning Pty Ltd Current 2018-07-06
FIONA BATEMAN Lifespan Financial Planning Pty Ltd Current 2018-07-06
ERIN MICHELLE PRESS Lifespan Financial Planning Pty Ltd Current 2018-07-06
TONINO FALZARANO Lifespan Financial Planning Pty Ltd Current 2018-07-06

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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.