Ben Ho Pan Au – Financial Adviser

Adviser identifying number: 403568
Status: Current
Adviser’s ABN: 59652503410
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: AP FINANCIAL SERVICES GROUP LIMITED
Licence number: 280595
Licensee’s ABN: 53098286241
Licence controlled by: Opes Capital Pty Ltd

The date the Financial Adviser commenced the appointment: 23/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AP FINANCIAL SERVICES GROUP LIMITED
Authorised Representative identifying number: 280595
Authorised Representative’s ABN: 53098286241

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:

• Chartered Tax Adviser (CTA) – Tax Institute of Australia
• Diploma in Financial Services (Financial Planning) Partial – CPA Australia
• Hong Kong Institute of Certified Public Accountants – HKICPA
• Personal Financial Planning & Superannuation – DEAKIN UNIVERSITY & CPA Australia
• Registered Tax Agent – Tax Practitioners’ Board

Relevant memberships of professional bodies or industry associations:

Ben Ho Pan Au 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
• Securities
• Superannuation