Charley Wang
BELL POTTER SECURITIES LIMITED · Melbourne VIC 3000 · Advising since 1995
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001009125
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- BELL POTTER SECURITIES LIMITED · AFSL 243480Since 18 November 2024
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 1995
- Can provide tax (financial) advice
- No
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTNov 2024 – presentBELL POTTER SECURITIES LIMITED · AFSL 243480
- CEASEDJan 2015 – Nov 2024123 INVESTMENT MANAGEMENT PTY LTD · AFSL 469061Through authorised representative 123 INVESTMENT ADVISORS PTY LTD (no. 000471032)
- CEASEDDec 1998 – Oct 2014MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD · AFSL 240813
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2020 · Graduate Diploma (AQF 8)
Master of Applied Finance
Melbourne University · 2001
General Securities Representative ( Series 7) Exam
National Association of Securities Dealers · 2000
ADA Level Two re-accreditation
ASX · 1999
Graduate Diploma of Applied Finance and Investment
FINSIA · 1995 · Graduate Diploma (AQF 8)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Charley Wang claims the profile.
Reviews
Not yet reviewed
No client has reviewed Charley Wang on Souffle yet.
Contacting Charley Wang
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BELL POTTER SECURITIES LIMITED · AFSL 243480
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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