Jun Guo – Financial Adviser

Adviser identifying number: 1247087
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence number: 385827
Licensee’s ABN: 50141139228
Licence controlled by: INVESTORS DIRECT FINANCIAL GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 29/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 385827
Authorised Representative’s ABN: 50141139228

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:

• Bachelor of Commerce – University of Melbourne
• Diploma of Financial Planning – Mentor Education
• Self Managed Superannuation course – Mentor Education

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Jun Guo is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• 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