Ian Tan – Financial Adviser

Adviser identifying number: 227960
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: INVESTORLINK SECURITIES LIMITED
Licence number: 226842
Licensee’s ABN: 74062361166
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/03/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVESTORLINK SECURITIES LIMITED
Authorised Representative identifying number: 226842
Authorised Representative’s ABN: 74062361166

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:

  • Certificate A.2.4 – Specialist Knowledge – Managed Investments – Assessment Education Services
  • Certificate A2.1 -Specialist Knowledge -Financial Planning – Assessment Education Services
  • Certificate A2.2-Specialist Knowledge – Securities – Assessment Education Services
  • Certificate A2.5 -Specialist Knowledge – Superannuation – Assessment Education Services
  • Certificate A2.6 -Specialist Knowledge -Insurance – Assessment Education Services

Relevant memberships of professional bodies or industry associations:

Ian Tan is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation