Jie Huang – Financial Adviser

Adviser identifying number: 426508
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: OPTIMO FINANCIAL PTY LIMITED
Licence number: 332674
Licensee’s ABN: 13132844252
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/08/2012
The date the Financial Adviser ceased the appointment: 02/12/2013
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Services (Financial Planning) – International Institution of Technology
• Certified Financial Planner (CFP) Certification – Financial Planning Association of Australia
• Diploma of Financial Services (Financial Planning) – CPA
• Master of Commerce – University of Sydney

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Jie Huang is authorised to provide advices on following products: