Wai Kuen Lok – Financial Adviser

Adviser identifying number: 1245389
Status: Current
Adviser’s ABN: 62443249086
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SMSF ADVISERS NETWORK PTY LTD
Licence number: 430062
Licensee’s ABN: 64155907681
Licence controlled by: NATIONAL TAX & ACCOUNTANTS’ ASSOCIATION LIMITED

The date the Financial Adviser commenced the appointment: 20/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVISERS NETWORK PTY LTD
Authorised Representative identifying number: 430062
Authorised Representative’s ABN: 64155907681

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 Commerce – Macquarie University
  • Diploma of Financial Planning – Pinnacle

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • National Tax and Accountants’ Association

Wai Kuen Lok is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Superannuation