Walter Yaolong Guan – Financial Adviser

Adviser identifying number: 442559
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust

The date the Financial Adviser commenced the appointment: 18/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 229892
Authorised Representative’s ABN: 23065921735

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 – University of Queensland
• CISI Level 4 Diploma in Investment Advice (Securities) – Chartered Institute for Securities & Investment
• Diploma of Financial Planning – North Sydney Institute
• IMC Level 4 – CFA Society United Kingdom
• Margin Lending Accreditation Program – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

• Associate of Institute of Financial Accountants United Kingdom
• Institute of Public Accountants (IPA)
• Member of Chartered Institute for Securities & Investments

Walter Yaolong Guan 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• FHSA Issued non ADI