Wei Pan – Financial Adviser
Adviser identifying number: 1236245
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: BW FINANCIAL ADVICE LIMITED
Licence number: 230727
Licensee’s ABN: 97097084878
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 31/12/2015
The date the Financial Adviser ceased the appointment: 10/06/2016
Name of the Authorised Representative: BW FINANCIAL ADVICE LIMITED
Authorised Representative identifying number: 000230727
Authorised Representative’s ABN: 97097084878
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:
- Diploma of Financial Planning – Kaplan Professional
- Graduate Diploma in Accounting – University of Western Sydney
- Investment Adviser (Personal Advice) – Mentor Education
- Master of Commerce – Macquarie University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Wei Pan is authorised to provide advices on following products: