Walter Guan Financial Planner Report

Name:
Walter Yaolong Guan

Rep Number:
000442559

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2013-07-18 onwards

Location:
Silverwater, Sydney, NSW, 2128

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Queensland
Bachelor of Commerce
Chartered Institute for Securities & Investment
CISI Level 4 Diploma in Investment Advice (Securities)
North Sydney Institute
Diploma of Financial Planning
CFA Society United Kingdom
IMC Level 4
Stockbrokers Association of Australia
Margin Lending Accreditation Program

Memberships
Associate of Institute of Financial Accountants United Kingdom
Institute of Public Accountants (IPA)
Member of Chartered Institute for Securities & Investments