Qian Wang

Name
Qian Wang
ID
472805
ABN
–
First Provided Advice
2014
Restrictions
Excluding Self Managed Superannuation Funds

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2005 - Master of Applied Economics (International) - - University of Adelaide
  • 2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Tax Practitioners Board

Licencee

Status
Ceased
Licence Holder
Aia Financial Services Pty Limited (#231109)
Commenced
Dec. 1, 2021
Ceased
June 29, 2022
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Aug. 28, 2017
Ceased
Nov. 30, 2021
Status
Ceased
Licence Holder
Financial Index Australia Pty Ltd (#240559)
Commenced
Sept. 25, 2023
Ceased
Dec. 22, 2023
Status
Ceased
Licence Holder
Finchley & Kent Pty Ltd (#555169)
Commenced
July 29, 2024
Ceased
March 27, 2026
Status
Ceased
Licence Holder
Findex Advice Services Pty Ltd (#243253)
Commenced
Sept. 25, 2023
Ceased
Dec. 22, 2023
Status
Ceased
Licence Holder
Libertas Wealth Consulting Pty Ltd (#422763)
Commenced
July 11, 2022
Ceased
Sept. 1, 2023
Status
Ceased
Licence Holder
Sambe Investments Pty. Limited (#478766)
Commenced
Feb. 1, 2024
Ceased
Aug. 15, 2024
Status
Current
Licence Holder
Dirigere Advisory Pty Limited (#524371)
Commenced
March 30, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Feb. 17, 2015
Ceased
July 21, 2015
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
Sept. 8, 2015
Ceased
Sept. 26, 2016
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Nov. 23, 2016
Ceased
Aug. 3, 2017