Karen Tan – Financial Adviser
Adviser identifying number: 1005923
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: STATE ONE STOCKBROKING LTD
Licence number: 247100
Licensee’s ABN: 95092989083
Licence controlled by: STATE ONE HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 18/10/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STATE ONE STOCKBROKING LTD
Authorised Representative identifying number: 247100
Authorised Representative’s ABN: 95092989083
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: Margin Lending & Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations:
Karen Tan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility