Jillian Gai Yep – Financial Adviser
Adviser identifying number: 309952
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: FINTECH FINANCIAL SERVICES PTY LTD
Licence number: 408634
Licensee’s ABN: 13151098476
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINTECH FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 408634
Authorised Representative’s ABN: 13151098476
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:
- Advanced Diploma of Financial Services – ThreeSixty
- Bachelor of Commerce – Griffith University
- Diploma of Financial Services – Gold Coast Institute of TAFE
Relevant memberships of professional bodies or industry associations:
Jillian Gai Yep is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation