John Whelan – Financial Adviser
Adviser identifying number: 336960
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: LONGHOU CAPITAL MARKETS PTY LTD
Licence number: 292464
Licensee’s ABN: 40114266698
Licence controlled by: LONGHOU INVESTMENT GROUP PTY. LTD. [Date Ceased: 19/04/2016] ~ Longhou Investment Holdings Pty Ltd
The date the Financial Adviser commenced the appointment: 01/10/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LONGHOU CAPITAL MARKETS PTY LTD
Authorised Representative identifying number: 292464
Authorised Representative’s ABN: 40114266698
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:
- Bachelor of Business Studies – Massey University NZ
- Diploma of Business Studies (Personal Financial Planning) – Massey University NZ
- PS 146 Securities,Futures & Managed Investments – Deakin University
- PS 146 Superannuation – Securities Institute
- Professional Diploma in Stockbroking – Deakin Prime
Relevant memberships of professional bodies or industry associations:
John Whelan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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
- Miscellaneous Financial Facility / Miscellaneous Financial Risk Products