Rebecca Sze-mun Tai – Financial Adviser

Adviser identifying number: 435130
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: AUSTRALIAN PRIVATE WEALTH PTY LTD
Licence number: 405814
Licensee’s ABN:
Licence controlled by: APW PARTNERS PTY LTD

The date the Financial Adviser commenced the appointment: 27/02/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 405814
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: Bachelor of Business (Financial Planning) – RMIT

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Rebecca Sze-mun Tai is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation