Johnny Ly – Financial Adviser
Adviser identifying number: 353501
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: OREANA FINANCIAL SERVICES PTY LTD
Licence number: 482234
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 09/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OREANA FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 482234
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:
- Advanced Diploma of Financial Services – Pinnacle Financial Services Academy
- Bachelor of Technology – Macquarie University
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Services – Mentor Education Group
- Master of Commerce – Macquarie University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Johnny Ly 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