Annisi Shu Chi Tai – Financial Adviser
Adviser identifying number: 1252864
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: FOURTHREE PTY LTD
Licence number: 472131
Licensee’s ABN: 12602739471
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MOORE STEPHENS WEALTH MANAGEMENT (VIC) PTY LTD
Authorised Representative identifying number: 285995
Authorised Representative’s ABN: 68109534367
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 Management – University of Queensland
- Diploma of Financial Services – Kaplan
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
Annisi Shu Chi Tai 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility