Rachel Lam – Financial Adviser

Adviser identifying number: 1240017
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: COMMONWEALTH FINANCIAL PLANNING LIMITED
Licence number: 231139
Licensee’s ABN: 65003900169
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 14/10/2013
The date the Financial Adviser ceased the appointment: 31/12/2014
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• Bachelor of Commerce – Curtin University of Technology
• Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Margin Lending & Geared Investments – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Rachel Lam is authorised to provide advices on following products: