Juliana Wang – Financial Adviser
Adviser identifying number: 429863
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: SHAW AND PARTNERS LIMITED
Licence number: 236048
Licensee’s ABN: 24003221583
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/10/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHAW AND PARTNERS LIMITED
Authorised Representative identifying number: 236048
Authorised Representative’s ABN: 24003221583
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 in Accounting – Randwick TAFE
- Bachelor of Commerce – East China University
- Professional Diploma in Stockbroking – Stockbrokers Association of Australia
Relevant memberships of professional bodies or industry associations:
Juliana Wang is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services