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Financial Advisers: JAMIESON STUART CHAN Information

This is the detailed information about JAMIESON STUART CHAN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000281121, the year the Financial Adviser first provided advice is 2016 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:37.

Financial Adviser Number: 000281121
Financial Adviser Name: JAMIESON STUART CHAN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2016
Adviser Town: Forestville
Adviser State: NSW
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: MERIT WEALTH PTY LTD
    Licence Number: 000409361
    Licence ABN: 89125557002
    The company(ies) or people who control the licensee's business: EASTON INVESTMENTS LIMITED
    The date the Financial Adviser commenced the appointment: 2016-06-27
    The date the Financial Adviser ceased the appointment: 2017-09-06
    Authorised Representative Name: MERIT WEALTH PTY LTD
    Authorised Representative Number: 000409361
    Rep Appointed ABN: 89125557002
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: MERIT WEALTH PTY LTD
    Licence Number: 000409361
    Licence ABN: 89125557002
    The company(ies) or people who control the licensee's business: EASTON INVESTMENTS LIMITED
    The date the Financial Adviser commenced the appointment: 2018-11-26
    Authorised Representative Name: MERIT WEALTH PTY LTD
    Authorised Representative Number: 000409361
    Rep Appointed ABN: 89125557002
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASIC RG146 Generic Knowledge, Skills, Superannuation and Self Managed Superannuation Funds - Financial Education Professionals
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Chartered Accountants Australia and New Zealand (CA ANZ)
    Provides details on areas the Financial Adviser is restricted from giving advice on: Financial Product advice is limited to SMSF - Product class advice on superannuation

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.