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: