Dan Wei
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000466811
- Location
- North Sydney NSW 2060
- Licensee
- Gabcus Investment Pty Ltd (AFSL 238189)
- Authorised since
- 18 November 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Business, Macquarie University (2005); Master of Professional Accounting, Central Queensland University (CQU) (2006); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Diploma of Finance and Mortgage Broking Management, National Finance Institute (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2016)
- Memberships
- MFAA - Mortgage & Finance Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Dan Wei
Dan Wei is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000466811.
The licensee Dan advises under is Gabcus Investment Pty Ltd (AFS licence 238189). That authorisation dates from 18 November 2022.
According to the register, Dan first provided financial advice in 2014. Qualifications and training on file include Bachelor of Business (Macquarie University, 2005), Master of Professional Accounting (Central Queensland University (CQU), 2006) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Professional memberships recorded: MFAA – Mortgage & Finance Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Dan Wei a registered financial adviser?
Yes. Dan Wei is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000466811.
Which licensee does Dan Wei work under?
Gabcus Investment Pty Ltd, Australian financial services licence 238189.
What can Dan Wei give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.