Yi Luo – Financial Adviser

Adviser identifying number: 1238686
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 20/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: G FRASER AND COMPANY PTY LIMITED
Authorised Representative identifying number: 1238684
Authorised Representative’s ABN: 79072911007

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:

• Diploma of Financial Planning – Pinnacle Financial Services Academy
• Margin Lending – Pinnacle Financial Services Academy
• Master of Accounting (CPA Extension) – Macquarie University
• Self Managed Superannuation Funds – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Yi Luo is authorised to provide advices on following 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility