YU CHEN (Adviser# 000463164) 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 November 3, 2015.
| Register Name | Financial Advisers |
| Adviser Name | YU CHEN |
| Adviser Number | 000463164 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000459314 MAXMILLIAN FINANCIAL PLANNING PTY LTD |
| Licence ABN | 70129421432 |
| Licence Controlled By | MAXMILLIAN FINANCIAL PLANNING PTY LTD |
| Adviser Start Date | 2015-11-03 |
| Appointing Representative Name | MAXMILLIAN FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000459314 |
| Appointing Representative ABN | 70129421432 |
|
| Qualification / Degree | Institute / School |
|---|---|
| DiplomaFinancial Services | Deakin |
| SMSF Specialisation | CPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000459314 |
MAXMILLIAN FINANCIAL PLANNING PTY LTD
Licence controlled by: MAXMILLIAN FINANCIAL PLANNING PTY LTD |
2015-11-03 - | MAXMILLIAN FINANCIAL PLANNING PTY LTD |
| 000459314 |
MAXMILLIAN FINANCIAL PLANNING PTY LTD
Licence controlled by: MAXMILLIAN FINANCIAL PLANNING PTY LTD |
2015-05-19 - 2015-11-02 | MAXMILLIAN FINANCIAL PLANNING PTY LTD |
| 000240938 |
THE FINANCIALLINK GROUP PTY LTD
Licence controlled by: BEACON FINANCIAL GROUP PTY LIMITED |
2013-09-06 - 2015-05-19 | YU CHEN |
| Licence Name | MAXMILLIAN FINANCIAL PLANNING PTY LTD |
| Licence Number | 000459314 |
| Licence ABN | 70129421432 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHI NGAN LAM | Maxmillian Financial Planning Pty Ltd | Current | 2016-03-01 |
| YONGCHAO YU | Maxmillian Financial Planning Pty Ltd | Current | 2015-10-02 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHI NGAN LAM | Maxmillian Financial Planning Pty Ltd | Current | 2016-03-01 |
| YONGCHAO YU | Maxmillian Financial Planning Pty Ltd | Current | 2015-10-02 |
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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.