Xiao Chen Financial Planner Report

Name:
Xiao Yong Chen

Rep Number:
001003003

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2015-10-28 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Retirement Savings Account Products
Superannuation

Qualifications
University of Technology Sydney (UTS)
Bachelor of Mathematics and Finance
Kaplan Professional
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)