Brendan Paul Tanwan – Financial Adviser
Adviser identifying number: 243611
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: YOUR FINANCIAL WELLBEING PTY LTD
Licence number: 411699
Licensee’s ABN: 20153101994
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/10/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRENDAN TANWAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000413091
Authorised Representative’s ABN: 65123723928
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- ASX Listed Products Accreditation Course – Savings Factory
- Diploma in Financial Planning – Financial Planning Association Deakin Uni
- Dipoloma in Financial Markets – Securities Institute
- SMSF Adviser Eductation – e Financial Essentials
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Brendan Paul Tanwan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility