Hean Tong Francis Tan – Financial Adviser

Adviser identifying number: 1001790
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: PT ADVISORY SERVICES PTY LTD
Licence number: 416775
Licensee’s ABN: 29153986657
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PT ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 416775
Authorised Representative’s ABN: 29153986657

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 Commerce – The University of Sydney
• Bachelor of Law – The University of Sydney
• Graduate Diploma in Financial Planning – Securities Institute of Australia
• Graduate Diploma in Legal Practice – Australian National University
• Master in Business Administration – Macquarie Graduate School of Management

Relevant memberships of professional bodies or industry associations:

• FINSIA
• The Tax Institute

Hean Tong Francis Tan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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
• Margin Lending Facility / Standard Margin Lending Facility