Janice Lai Financial Planner Report

Name:
Janice Suk Yee Lai

Rep Number:
001001599

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2004-03-11 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

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

Qualifications
Securities Institute of Australia
Diploma of Financial Advising
Securities Institute of Australia
Diploma of Financial Markets
ASX
Level 2 Accredited Derivatives Adviser
Kaplan Professional Education
Margin Lending and Geared Investments

Memberships
Stockbrokers Association of Australia