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