Jian Ying James Zhuang – Financial Adviser

Adviser identifying number: 1250019
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence number: 234459
Licensee’s ABN: 26098725145
Licence controlled by: AUSTRALIAN UNITY LIMITED

The date the Financial Adviser commenced the appointment: 25/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Authorised Representative identifying number: 234459
Authorised Representative’s ABN: 26098725145

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:

• CPA – CPA Australia
• Master of Business – Victoria University
• Master of Business – Victoria University
• Personal Financial Planning and Superannuation – Deakin/CPA
• Self managed super fund – Kaplan

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Jian Ying James Zhuang is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation