Wei Pan
Financial Adviser in Bexley, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236245
- Location
- Bexley NSW 2207
- Licensee
- PGW Financial Services Pty Ltd (AFSL 384713)
- Authorised since
- 20 January 2026
- First provided advice
- 2015
- Qualifications
- Master of Commerce, Macquarie University (2006); Graduate Diploma in Accounting, University of Western Sydney (2007); Master of Professional Accounting, University of Western Sydney (2009); Advanced Diploma of Financial Planning, Mentor Education (2017); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Wei Pan
Wei Pan is a financial adviser in Bexley, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001236245.
The licensee Wei advises under is PGW Financial Services Pty Ltd (AFS licence 384713). That authorisation dates from 20 January 2026.
The register records 2015 as the year Wei first provided financial advice. The qualifications listed for Wei include Master of Commerce (Macquarie University, 2006), Graduate Diploma in Accounting (University of Western Sydney, 2007) and Master of Professional Accounting (University of Western Sydney, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Wei Pan a registered financial adviser?
Yes. Wei Pan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236245.
Which licensee does Wei Pan work under?
PGW Financial Services Pty Ltd, Australian financial services licence 384713.
What can Wei Pan 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; standard margin lending.