Jingjing (catherine) Ye – Financial Adviser
Adviser identifying number: 1247976
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: IMB FINANCIAL PLANNING LIMITED
Licence number: 234660
Licensee’s ABN: 23094730195
Licence controlled by: IMB LTD
The date the Financial Adviser commenced the appointment: 19/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IMB FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 234660
Authorised Representative’s ABN: 23094730195
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 Planning – Integrity Education Group
- Bachelor of Commerce – University of Sydney
- Diploma of Financial Planning – Integrity Education Group
Relevant memberships of professional bodies or industry associations:
Jingjing (catherine) Ye 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
- Superannuation