XIN (NICHOLE) LIAN


Licensee: SWITZER FINANCIAL GROUP PTY LTD

XIN (NICHOLE) LIAN (Adviser# 001265867) 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 4, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name XIN (NICHOLE) LIAN
Adviser Number 001265867
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000286531
SWITZER FINANCIAL GROUP PTY LTD
Licence ABN 24112294649
Licence Controlled By MARTIN ALEXANDER PUBLICATIONS PTY LTD
Adviser Start Date 2018-07-04
Appointing Representative Name SWITZER FINANCIAL GROUP PTY LTD
Appointing Representative Number 000286531
Appointing Representative ABN 24112294649

Authorisations to provide financial product advice

  • XIN (NICHOLE) LIAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce in Actuarial Sudies Macquarie University
Diploma of Financial Planning Kaplan Professional
Master of Commerce in Actuarial Studies Macquarie University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000286531 SWITZER FINANCIAL GROUP PTY LTD
Licence controlled by: MARTIN ALEXANDER PUBLICATIONS PTY LTD
2018-07-04 - SWITZER FINANCIAL GROUP PTY LTD

Licensee Information

Licence Name SWITZER FINANCIAL GROUP PTY LTD
Licence Number 000286531
Licence ABN 24112294649

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JONATHAN ERIC RILEY Switzer Financial Group Pty Ltd Current 2018-01-08
MARK WILLIAM MAHONY Switzer Financial Group Pty Ltd Current 2016-06-23
DAVID JAMES HARDMAN Switzer Financial Group Pty Ltd Current 2013-07-01
PAUL GORDON RICKARD Switzer Financial Group Pty Ltd Current 2010-06-01
PETER WILLIAM SWITZER Switzer Financial Group Pty Ltd Current 2007-06-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JONATHAN ERIC RILEY Switzer Financial Group Pty Ltd Current 2018-01-08
MARK WILLIAM MAHONY Switzer Financial Group Pty Ltd Current 2016-06-23
DAVID JAMES HARDMAN Switzer Financial Group Pty Ltd Current 2013-07-01
PAUL GORDON RICKARD Switzer Financial Group Pty Ltd Current 2010-06-01
PETER WILLIAM SWITZER Switzer Financial Group Pty Ltd Current 2007-06-01

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.