Yoon Yin Lai – Financial Adviser

Adviser identifying number: 1243709
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: POLITIS INVESTMENT STRATEGIES PTY LTD
Licence number: 253125
Licensee’s ABN: 71106823241
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/06/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: POLITIS INVESTMENT STRATEGIES PTY LTD
Authorised Representative identifying number: 253125
Authorised Representative’s ABN: 71106823241

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 International Finance – Griffith University
• Diploma of 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)
• Tax Practitioners Board

Yoon Yin Lai is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / MDA Services
• Superannuation
• All Securities