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