Sarah Kwok – Financial Adviser

Adviser identifying number: 1249188
Status: Current
Adviser’s ABN: 54841412921
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: FIDUCIA ASSET MANAGEMENT PTY. LTD.
Licence number: 387963
Licensee’s ABN: 27146025498
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIDUCIA ASSET MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 387963
Authorised Representative’s ABN: 27146025498

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 – UTS
• Master of Taxation – UNSW
• Master of commerce – Macquarie University
• SMSF Specialist – Institution of Charter Accountant

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Sarah Kwok is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Own Managed Investment Scheme Only
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility