Erwin Joseph Tan – Financial Adviser
Adviser identifying number: 1251448
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: PHILLIP CAPITAL LIMITED
Licence number: 246827
Licensee’s ABN: 14002918247
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHILLIP CAPITAL LIMITED
Authorised Representative identifying number: 246827
Authorised Representative’s ABN: 14002918247
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:
- Master of Business in Finance – Uni of Technology Sydney
- Master of Prof Accounting – Uni of Technology Sydney
- RG146 Securities and Margin Lending – SAA
Relevant memberships of professional bodies or industry associations:
Erwin Joseph Tan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Securities
- Margin Lending Facility / Standard Margin Lending Facility