Samina Priscilla Yip – Financial Adviser
Adviser identifying number: 343038
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: WCG FINANCIAL SOLUTIONS PTY LIMITED
Licence number: 481610
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WCG FINANCIAL SOLUTIONS PTY LIMITED
Authorised Representative identifying number: 481610
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:
- Advanced Diploma Financial Planning – Mentor
- Certificate – Cert IV in Financial Services – The National Finance Institute
- RG146 – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
- Financial Services Institute of Australasia (FINSIA)
- SMSF Association
Samina Priscilla Yip is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation