Sarah Toh – Financial Adviser
Adviser identifying number: 1002654
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: HSBC BANK AUSTRALIA LIMITED
Licence number: 232595
Licensee’s ABN: 48006434162
Licence controlled by:
The date the Financial Adviser commenced the appointment: 17/09/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HSBC BANK AUSTRALIA LIMITED
Authorised Representative identifying number: 232595
Authorised Representative’s ABN: 48006434162
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 of Financial Services (Financial Planning – Kaplan Professional
- Certificate of Associate Financial Planner Practitioner Membership – Financial Planning Association
- Diploma of Financial Services (Financial Planning) – Kaplan Professional
- Financial Planning Association – Kaplan Professional
- Margin Lending and Geared Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Sarah Toh 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility