Xiao Jie Wang – Financial Adviser
Adviser identifying number: 1004744
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: AKAMBO PTY LTD
Licence number: 322056
Licensee’s ABN: 65233939629
Licence controlled by:
The date the Financial Adviser commenced the appointment: 18/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AKAMBO PTY LTD
Authorised Representative identifying number: 000322056
Authorised Representative’s ABN: 65233939629
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:
- Advanced Diploma of Financial Planning – Kaplan Professional Education
- Bachelor of Business Marketing – Swinburne University
- Certified Financial Planner – FPA
- Self Managed Superannuation Funds – Kaplan Professional Education
- TASA & TPB Code of Professional Conduct – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Xiao Jie Wang is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility