XIAO JIE WANG

Licensee: AKAMBO PTY LTD

XIAO JIE WANG (Adviser# 001004744) 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 April 18, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name XIAO JIE WANG
Adviser Number 001004744
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000322056
AKAMBO PTY LTD
Licence ABN 16123078900
Adviser Start Date 2017-04-18
Appointing Representative Name AKAMBO PTY LTD
Appointing Representative Number 000322056
Appointing Representative ABN 16123078900
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • XIAO JIE WANG
  • ·
  • Deposit Payment Non Basic 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 Planning Kaplan Professional Education
Bachelor of Business Marketing Swinburne University
Certified Financial Planner FPA
Self Managed Superannuation Funds Kaplan Professional Education
TASA & TPB Code of Professional Conduct Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000322056 AKAMBO PTY LTD 2017-04-18 - AKAMBO PTY LTD
000230686 NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
2016-01-18 - 2017-03-23 NATIONAL AUSTRALIA BANK LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2014-02-28 - 2016-01-04 WESTPAC BANKING CORPORATION
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2013-02-04 - 2014-01-24

Licensee Information

Licence Name AKAMBO PTY LTD
Licence Number 000322056
Licence ABN 16123078900

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MARK ANDREW CRACKNELL Akambo Pty Ltd Current 2018-06-05
STEVEN KEHLET Akambo Pty Ltd Current 2018-06-05
STUART ABLEY Akambo Pty Ltd Current 2018-05-21
MARK HANNAN Akambo Pty Ltd Current 2018-05-21
CHRISTINE DALE LYON Akambo Pty Ltd Current 2018-04-16
ROBERT ELIAS MAKDISSI Akambo Pty Ltd Current 2018-04-04
JUE BETTY WANG Akambo Pty Ltd Current 2018-03-20
ADRIAN PELLIGRA Akambo Pty Ltd Current 2018-01-29
JOHN NEVIN Akambo Pty Ltd Current 2017-10-13
CARL ROKLITZER Akambo Pty Ltd Current 2017-10-13

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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.