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: