Xiao Pei Yan – Financial Adviser
Adviser identifying number: 233405
Status: Current
Adviser’s ABN: 57297515867
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
Licence number: 239183
Licensee’s ABN: 13091225642
Licence controlled by:
The date the Financial Adviser commenced the appointment: 14/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative identifying number: 239183
Authorised Representative’s ABN: 13091225642
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – International Institute of Technology
- Diploma of Financial Services (Financial Planning) – RG146 Training Australia
Relevant memberships of professional bodies or industry associations:
Xiao Pei Yan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation / A person’s existing holding in a superannuation product