Jin Li – Financial Adviser

Adviser identifying number: 328852
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 03/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 233714
Authorised Representative’s ABN: 33007457141

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 Economics – University of Western Australia
  • Graduate Certificate of Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Jin Li 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
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation