Wing Kan Valentine Tse – Financial Adviser
Adviser identifying number: 318135
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
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: 02/10/2008
The date the Financial Adviser ceased the appointment: 30/06/2013
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:
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Relevant qualifications and training:
- Bachelor of Commerce – Accounting and Finance – University of NSW
- Diploma in Financial Planning – International Institute of Technology
- Principles in Self Managed Superannuation Funds – International Institute of Technology
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Wing Kan Valentine Tse is authorised to provide advices on following products: