Francis Kwan – Financial Adviser

Adviser identifying number: 1254693
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: L.U.C.R.F. PTY. LTD.
Licence number: 258481
Licensee’s ABN: 18005502090
Licence controlled by:

The date the Financial Adviser commenced the appointment: 16/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: L.U.C.R.F. PTY. LTD.
Authorised Representative identifying number: 000258481
Authorised Representative’s ABN: 18005502090

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 Business (Accounting) – Monash University
  • Diploma of Financial Planning – Kaplan Professional
  • RG 146 Superannuation – The Association of Superannuation Funds of Australia

Relevant memberships of professional bodies or industry associations:

Francis Kwan is authorised to provide advices on following products:

  • Life Products / Life Risk Insurance Products
  • Retirement Savings Account Products
  • Superannuation