Helen So – Financial Adviser

Adviser identifying number: 1239330
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

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: 03/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: L.U.C.R.F. PTY. LTD.
Authorised Representative identifying number: 258481
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:

• Advanced Diploma of Financial Planning – Kaplan
• Diploma of Financial Planning – Financial Planning Association of Australia (FPA)

Relevant memberships of professional bodies or industry associations:

• Association of Superannuation Funds Australia (ASFA)
• Australian Institute of Superannuation Trustees (AIST)

Helen So is authorised to provide advices on following products:

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