Yen-wen Tao – Financial Adviser

Adviser identifying number: 323957
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: RESILIUM PTY LTD
Licence number: 232703
Licensee’s ABN: 40098080810
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/08/2009
The date the Financial Adviser ceased the appointment: 22/05/2013
Name of the Authorised Representative: YEN-WEN TAO
Authorised Representative identifying number: 000323957
Authorised Representative’s ABN:

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 of Financial Planning? – Kaplan Professional
  • Diploma of Financial Services (Finance/Mortgage Broking Management)? – National Finance Institute
  • Diploma of Financial Services (Financial Planning)? – Finsia

Relevant memberships of professional bodies or industry associations:

  • Financial Planner AFP (FPA)
  • Financial Planning Association of Australia (FPA)

Yen-wen Tao is authorised to provide advices on following products: