Andrew Jinfa Chen – Financial Adviser

Adviser identifying number: 307596
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 24/06/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 234951
Authorised Representative’s ABN: 11074608558

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:

  • Bachelor of Commerce – Uni of Western Australia
  • Bachelor of Laws – Uni of Western Australia
  • Diploma of Financial Services (FP) – Finsia
  • Graduate Diploma (ICAA) – The Institute of Chartered Accountants
  • Graduate Diploma in Applied Finance and Investment – Finsia

Relevant memberships of professional bodies or industry associations:

Andrew Jinfa Chen is authorised to provide advices on following 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