Financial Adviser
· BEXLEY, NSW
Wei Pan
No disciplinary history on record with ASIC
BEXLEY,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236245
Wei Pan is a financial adviser based in Bexley, New South Wales, with 11 years of experience in the financial services industry since 2015. Wei is currently authorised under Pgw Financial Services. Wei holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Wei's qualifications include a Master of Commerce from Macquarie University. Wei is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Master of Commerce
Macquarie University
2007
Graduate Diploma in Accounting
University of Western Sydney
2009
Master of Professional Accounting
University of Western Sydney
2017
Advanced Diploma of Financial Planning
Mentor Education
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide advice in SMSFs.
Not authorised to provide personal advice on Securities, Standard Margin Lending
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register