James Jonathan Tng – Financial Adviser

Adviser identifying number: 1252705
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: MOORE STEPHENS (WA) FINANCIAL SERVICES PTY LTD
Licence number: 488740
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MOORE STEPHENS (WA) PTY LTD
Authorised Representative identifying number: 1252739
Authorised Representative’s ABN: 73009297769

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 – Accounting and Business Law – Curtin University
• RG146 Licensing Compliance : Life Insurance – Financial Education Professionals
• SMSF Personal Advice Solution – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Tax Practitioners Board
• The Tax Institute

James Jonathan Tng is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation