Jessica Yueh Yii Wong – Financial Adviser

Adviser identifying number: 422856
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: BENNETT FINANCIAL SERVICES PTY LTD
Licence number: 357917
Licensee’s ABN: 26142752225
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENNETT FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 357917
Authorised Representative’s ABN: 26142752225

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 & Finance – Curtin University of WA
  • Diploma of Financial Services (Financial Planning) – Kaplan Education

Relevant memberships of professional bodies or industry associations:

Jessica Yueh Yii Wong is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility