Samina Priscilla Yip – Financial Adviser

Adviser identifying number: 343038
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 14/06/2012
The date the Financial Adviser ceased the appointment: 18/03/2016
Name of the Authorised Representative: APOGEE FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000230689
Authorised Representative’s ABN: 28056426932

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 Financial Planning – Mentor
• Certificate – Cert IV in Financial Services – The National Finance Institute
• RG146 – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• Financial Services Institute of Australasia (FINSIA)
• SMSF Association

Samina Priscilla Yip is authorised to provide advices on following products: