HomeFinancial AdvisersWing Kan Valentine Tse – Financial Adviser

Wing Kan Valentine Tse – Financial Adviser

Adviser identifying number: 318135
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust

The date the Financial Adviser commenced the appointment: 02/10/2008
The date the Financial Adviser ceased the appointment: 30/06/2013
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:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

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Relevant qualifications and training:

  • Bachelor of Commerce – Accounting and Finance – University of NSW
  • Diploma in Financial Planning – International Institute of Technology
  • Principles in Self Managed Superannuation Funds – International Institute of Technology

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Wing Kan Valentine Tse is authorised to provide advices on following products:

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