Reuben Yechiel Zelwer – Financial Adviser
Adviser identifying number: 223804
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: CHPW FINANCIAL PTY LTD
Licence number: 280201
Licensee’s ABN: 78110598368
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2011
The date the Financial Adviser ceased the appointment: 01/04/2014
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:
- Bachelor of Accounting – Monash University
- Certified Financial Planner – Financial Planning Association
- Graduate Diploma in Applied Finance and Investment – Securities Institute of Australasia (FINSIA)
- Margin Lending and Geared Investments – Kaplan
- SMSF Specialist Adviser – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Reuben Yechiel Zelwer is authorised to provide advices on following products: