You are here

Home » Financial Adviser

Financial Advisers: SHUXIA PHILIP WANG Information

This is the detailed information about SHUXIA PHILIP WANG, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 001273512, the year the Financial Adviser first provided advice is 2019 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:57:27.

Financial Adviser Number: 001273512
Financial Adviser Name: SHUXIA PHILIP WANG
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2019
Adviser Town: Sydney
Adviser State: NSW
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: AURA WEALTH PTY LTD.
    Licence Number: 000380552
    Licence ABN: 34122486935
    The company(ies) or people who control the licensee's business: Spark Partnership Group Holdings Pty Ltd ~ AURA GROUP PTY LTD [Date Ceased: 2020-03-13] ~ BARRY PARKER [Date Ceased: 2017-07-13]
    The date the Financial Adviser commenced the appointment: 2019-07-02
    Authorised Representative Name: FOCUSED PRIORITY CONSULTING PTY. LTD.
    Authorised Representative Number: 001273475
    Rep Appointed ABN: 54627611072
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Securities: 1
    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: Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Macquarie University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Tax Practitioners Board
  2. Financial Adviser Status: Ceased
    Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
    Licence Number: 000239183
    Licence ABN: 13091225642
    The company(ies) or people who control the licensee's business: Aon plc (Ireland)
    The date the Financial Adviser commenced the appointment: 2018-12-21
    The date the Financial Adviser ceased the appointment: 2019-07-01
    Authorised Representative Name: AON HEWITT FINANCIAL ADVICE LIMITED
    Authorised Representative Number: 000239183
    Rep Appointed ABN: 13091225642
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Diploma of Financial Planning - Kaplan Professional ~ Master of Applied Finance - Macquarie University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Tax Practitioners Board
    Provides details on areas the Financial Adviser is restricted from giving advice on: Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) Investment Life Insurance Products and (b) Life Risk Insurance Products, Retirement Savings Accounts (RSA products), Managed Investment Schemes including IDPS, Securities and Superannuation.

Click here to purchase Australia company credit reports, helping you understand the target company's background, financial status, risk assessment, and other key information to provide strong support for your business decisions.



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.