Alicia Ee Phen Tan – Financial Adviser
Adviser identifying number: 416302
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: AUSTRALASIA WEALTH SERVICES AND MANAGEMENT PTY LTD
Licence number: 450303
Licensee’s ABN: 21166826240
Licence controlled by:
The date the Financial Adviser commenced the appointment: 28/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALASIA WEALTH SERVICES AND MANAGEMENT PTY LTD
Authorised Representative identifying number: 450303
Authorised Representative’s ABN: 21166826240
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:
Relevant memberships of professional bodies or industry associations:
Alicia Ee Phen Tan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation