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Wessel Hendrik Swart

Name
Wessel Hendrik Swart
ID
1235796
ABN
First Provided Advice
2015
Restrictions
Is only authorised to: provide financial product advice on self managed superannuation funds; arrange to deal in an interest in a self managed superannuation fund; provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; provide class of product advice on the following: superannuation products; securities; simple managed investment schemes; life risk insurance products; and basic deposit products.

Qualifications

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

Memberships

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

Licencee

Status
Ceased
Licence Holder
Alliance Wealth Pty Ltd (#449221)
Commenced
July 2, 2018
Ceased
April 16, 2021
Status
Ceased
Licence Holder
Consultum Financial Advisers Pty Ltd (#230323)
Commenced
June 28, 2017
Ceased
June 29, 2018
Status
Ceased
Licence Holder
Capstone Financial Planning Pty Ltd (#223135)
Commenced
Sept. 28, 2015
Ceased
June 28, 2017