JIAYING TAN


Licensee: AFFINITY WEALTH SERVICES PTY LTD

JIAYING TAN (Adviser# 001256930) 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 July 28, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name JIAYING TAN
Adviser Number 001256930
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2017
Financial Service (AFS) Licence Licence# 000402370
AFFINITY WEALTH SERVICES PTY LTD
Licence ABN 59133479115
Adviser Start Date 2017-07-28
Appointing Representative Name AFFINITY WEALTH SERVICES PTY LTD
Appointing Representative Number 000402370
Appointing Representative ABN 59133479115

Authorisations to provide financial product advice

  • JIAYING TAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Accounting & Finance) University of NSW
Diploma of Financial Planning Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000402370 AFFINITY WEALTH SERVICES PTY LTD 2017-07-28 - AFFINITY WEALTH SERVICES PTY LTD

Licensee Information

Licence Name AFFINITY WEALTH SERVICES PTY LTD
Licence Number 000402370
Licence ABN 59133479115

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BENJAMIN PAUL HEDLEY HOCKING Affinity Wealth Services Pty Ltd Current 2018-08-20
SULOCHANA KULENDRAN Affinity Wealth Services Pty Ltd Current 2018-05-28
AMANDA RENEE HALSE Affinity Wealth Services Pty Ltd Current 2018-04-18
JILLIAN MARY CLARKE Affinity Wealth Services Pty Ltd Current 2017-10-16
SUZANNE CARTER Affinity Wealth Services Pty Ltd Current 2017-07-28
PAUL CLIFFORD HOCKING Affinity Wealth Services Pty Ltd Current 2017-06-30
BRENDON D O'SULLIVAN Affinity Wealth Services Pty Ltd Current 2017-06-30
SHARON DIANE KENNEDY Affinity Wealth Services Pty Ltd Current 2017-06-30
LUKE KENNETH ROBSON Affinity Wealth Services Pty Ltd Ceased 2017-06-30
CHRISTO MARK NOTHLING Affinity Wealth Services Pty Ltd Current 2017-02-17

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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.