Felicity Yingchu Yang – Financial Adviser
Adviser identifying number: 1245703
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: 123 INVESTMENT MANAGEMENT PTY LTD
Licence number: 469061
Licensee’s ABN: 39601788274
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: 123 INVESTMENT ADVISORS PTY LTD
Authorised Representative identifying number: 471032
Authorised Representative’s ABN: 34603458402
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 – University of Melbourne
- Foundations of Financial Planning Part A: Generic Knowledge – Kaplan
- Foundations of Financial Planning Part B: Financial Planning – Kaplan
- Securities and Managed Investments – Kaplan
Relevant memberships of professional bodies or industry associations:
Felicity Yingchu Yang is authorised to provide advices on following products:
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities