Wei Pan
PGW FINANCIAL SERVICES PTY LTD · Bexley NSW 2207 · Advising since 2015
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
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
- 001236245
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PGW FINANCIAL SERVICES PTY LTD · AFSL 384713Since 20 January 2026
- Principal business address
- Bexley NSW 2207
- First year providing advice
- 2015
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
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.
- CURRENTJan 2026 – presentPGW FINANCIAL SERVICES PTY LTD · AFSL 384713
- CEASEDDec 2021 – Dec 2025AIA FINANCIAL SERVICES PTY LIMITED · AFSL 231109
- CEASEDJun 2016 – Nov 2021COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
- CEASEDDec 2015 – Jun 2016BW FINANCIAL ADVICE PTY LIMITED · AFSL 230727
- CEASEDOct 2015 – Jun 2016COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
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 & Professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
Advanced Diploma of Financial Planning
Mentor Education · 2017 · Advanced Diploma (AQF 6)
Master of Professional Accounting
University of Western Sydney · 2009 · Masters Degree (AQF 9)
Graduate Diploma in Accounting
University of Western Sydney · 2007 · Graduate Diploma (AQF 8)
Master of Commerce
Macquarie University · 2006 · Masters Degree (AQF 9)
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 Wei Pan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Wei Pan on Souffle yet.
Contacting Wei Pan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PGW FINANCIAL SERVICES PTY LTD · AFSL 384713
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Wei Pan claims this profile, their own contact options can appear here.
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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