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