Wai-yee Chen – Financial Adviser
Adviser identifying number: 1004506
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996
Name of the licence holder: MORGANS FINANCIAL LIMITED
Licence number: 235410
Licensee’s ABN: 49010669726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2008
The date the Financial Adviser ceased the appointment: 22/05/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:
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:
- ADA Level 1 & 2 – ASX
- Bachelor of Commerce (Accounting) – University of Newcastle
- Certified Practicing Accountant – Certified Practising Accountant Australia
- Diploma of Financial Planning – Financial Planning Association of Australia
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Wai-yee Chen is authorised to provide advices on following products: