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