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