Li Fang Rowlatt – Financial Adviser

Adviser identifying number: 301089
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 11/05/2006
The date the Financial Adviser ceased the appointment: 26/06/2015
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 000234951
Authorised Representative’s ABN: 11074608558

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 Business – University of Technology, Sydney
  • Diploma of Financial Services (FP) – Tribeca
  • Diploma of Financial Services (Finance/Mortgage Broking Management) – AAMC
  • Margin Lending – Pinnacle
  • Self Managed Super Fund Course – Kaplan

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Li Fang Rowlatt is authorised to provide advices on following products: