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