Jeffrey Thian Chin Tan – Financial Adviser

Adviser identifying number: 345401
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: GOLD FINANCIAL PTY LTD
Licence number: 291389
Licensee’s ABN: 50113653946
Licence controlled by:

The date the Financial Adviser commenced the appointment: 04/03/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOLD FINANCIAL PTY LTD
Authorised Representative identifying number: 291389
Authorised Representative’s ABN: 50113653946

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:

• Advanced Diploma of Financial Planning – Mentor Education
• Diploma of Financial Services (Financial Planning) – Investment Banking Institute Pty Ltd
• Principles in Self Managed Superannuation Funds – International Institute of Technology

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Jeffrey Thian Chin Tan is authorised to provide advices on following products:

• 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