Simon Chiang – Financial Adviser

Adviser identifying number: 298448
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence number: 244252
Licensee’s ABN: 61094529987
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 19/12/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 244252
Authorised Representative’s ABN: 61094529987

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 – University of Technology
• DFP 1 – Introduction to Financial Planning – FPA
• DFP 2 – Risk Management and Insurance Planning – FPA
• DFP 3 – Investment Planning 1 and DFP 7 – Investment Planning 2 – FPA
• Superannuation and Retirement Planning and Taxation Planning – Integratec

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Simon Chiang 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
• All Securities