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