Joanna Tapina Wihongi – Financial Adviser
Adviser identifying number: 1000849
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: CHRYSALIS LIFESTYLE PLANNING PTY LTD
Licence number: 318597
Licensee’s ABN: 22127418982
Licence controlled by:
The date the Financial Adviser commenced the appointment: 06/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHRYSALIS LIFESTYLE PLANNING PTY LTD
Authorised Representative identifying number: 318597
Authorised Representative’s ABN: 22127418982
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:
- Advance Diploma of Financial Services – Kaplan
- Diploma of Financial Services – Kaplan
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Joanna Tapina Wihongi 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility