Vincent Lio Financial Planner Report

Name:
Vincent Yongseng Lio

Rep Number:
000231505

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Otago New Zealand
Bachelor of Commerce
Chartered Accountants Australia New Zealand
Chartered Accountant

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)