Jia Ge – Financial Adviser

Adviser identifying number: 1001410
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: JIA GE
Licence number: 457038
Licensee’s ABN: 31302211817
Licence controlled by:

The date the Financial Adviser commenced the appointment: 25/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JIA GE
Authorised Representative identifying number: 457038
Authorised Representative’s ABN: 31302211817

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 – University of Sydney
• Certificate of Public Practice – Chartered Accountants Australia and New Zealand
• Diploma in Law – Legal Profession Admission Board New South Wales
• Diploma of Financial Planning – Kaplan Higher Education Australia
• Public Practice Certificate – CPA Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Chartered Financial Analyst Institute (CFA)
• Financial Planning Association of Australia (FPA)
• Tax Practitioners Board (Registered Tax Agent)

Jia Ge 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 – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation