Fion Ng – Financial Adviser
Adviser identifying number: 263325
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 01/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: F1 FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 1242602
Authorised Representative’s ABN:
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:
Relevant qualifications and training:
- Diploma of Financial Services (Financial/Mortgage Broking Management) – Plan Connect
- Master of Business Administration – Monash University
- Risk Management – Integratec
- SMSF Adviser Education Program – Financial Essentials
- Superannuation & Retirement Planning – Integratec
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Mortgage & Finance Association of Australia (MFAA)
Fion Ng is authorised to provide advices on following 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
- Superannuation