Ho Kei Ivy Chan – Financial Adviser
Adviser identifying number: 1253827
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence number: 231139
Licensee’s ABN: 65003900169
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA
The date the Financial Adviser commenced the appointment: 09/05/2010
The date the Financial Adviser ceased the appointment: 29/01/2016
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:
- Advanced Diploma of Financial Services – Kaplan Professional Pty Ltd
- Bachelor of Commerce – University of Melbourne
- Diploma of Financial Services – Kaplan Professional Pty Ltd
- Foreign Exchange – Kaplan Professional Pty Ltd
- Margin Lending – Kaplan Professional Pty Ltd
Relevant memberships of professional bodies or industry associations:
Ho Kei Ivy Chan is authorised to provide advices on following products: