AARON CHAI


Licensee: GALLAGHER BENEFIT SERVICES PTY LTD

AARON CHAI (Adviser# 001007690) 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 8, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name AARON CHAI
Adviser Number 001007690
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000488001
GALLAGHER BENEFIT SERVICES PTY LTD
Licence ABN 49611343803
Licence Controlled By Arthur J. Gallagher & Co.
Adviser Start Date 2018-05-08
Appointing Representative Name GALLAGHER BENEFIT SERVICES PTY LTD
Appointing Representative Number 000488001
Appointing Representative ABN 49611343803
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • AARON CHAI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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 International Institute of Technology
Diploma of Financial Planning Kaplan Professional Education
Principles of Advanced Estate Planning (PAEP) Monarch Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000488001 GALLAGHER BENEFIT SERVICES PTY LTD
Licence controlled by: Arthur J. Gallagher & Co.
2018-05-08 - GALLAGHER BENEFIT SERVICES PTY LTD
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
Further restrictions: Not Authorised to provide Self Managed Superannuation Advice
2015-04-07 - 2018-04-26 WESTPAC BANKING CORPORATION
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2013-05-01 - 2014-05-01

Licensee Information

Licence Name GALLAGHER BENEFIT SERVICES PTY LTD
Licence Number 000488001
Licence ABN 49611343803

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICOLA HUBBLE Gallagher Benefit Services Pty Ltd Current 2018-08-01
JAMIE IAN LEVITT Gallagher Benefit Services Pty Ltd Current 2018-07-25
DOUGLAS CAMPING Gallagher Benefit Services Pty Ltd Current 2018-06-18
LYLE EDISON VINTER Gallagher Benefit Services Pty Ltd Current 2017-05-16
TAPEL MUSTAFA CAFER Gallagher Benefit Services Pty Ltd Current 2017-01-01
GRAHAM RICHARD CAMPBELL Gallagher Benefit Services Pty Ltd Current 2017-01-01
TIMOTHY JAMES PERRIN Gallagher Benefit Services Pty Ltd Current 2017-01-01
KYLE STUART THOMPSON Gallagher Benefit Services Pty Ltd Current 2017-01-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICOLA HUBBLE Gallagher Benefit Services Pty Ltd Current 2018-08-01
JAMIE IAN LEVITT Gallagher Benefit Services Pty Ltd Current 2018-07-25
DOUGLAS CAMPING Gallagher Benefit Services Pty Ltd Current 2018-06-18
LYLE EDISON VINTER Gallagher Benefit Services Pty Ltd Current 2017-05-16
TAPEL MUSTAFA CAFER Gallagher Benefit Services Pty Ltd Current 2017-01-01
GRAHAM RICHARD CAMPBELL Gallagher Benefit Services Pty Ltd Current 2017-01-01
TIMOTHY JAMES PERRIN Gallagher Benefit Services Pty Ltd Current 2017-01-01
KYLE STUART THOMPSON Gallagher Benefit Services Pty Ltd Current 2017-01-01

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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.