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