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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Address:
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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: