Ming Kei Lam – Financial Adviser
Adviser identifying number: 1248969
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: HILL ROGERS ADVISORY PTY LTD
Licence number: 484854
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 30/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HILL ROGERS ADVISORY PTY LTD
Authorised Representative identifying number: 484854
Authorised Representative’s ABN:
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 New South Wales
- Diploma of Financial Planning – Integrity Education Goup Pty Ltd
- Graduate Diploma – Chartered Accountants Australia New Zealand
- Master of Applied Finance & Investment – Securities Institute Education
- RG146 Specialist Knowledge – Integrity Education Group Pty Ltd
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Ming Kei Lam is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation