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