Leo Tan Financial Planner Report

Name:
Leo Kok Eng Tan

Rep Number:
001006349

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2002-09-11 onwards

Licensee
Name:

Number:
000219326

ABN:
52 099 900 188

Controlled By:

Appointed By
Name:
Townshend Capital Pty Ltd

Licence Number:
000219326

ABN:
52 099 900 188

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Managed Investment Schemes, including IDPS
Securities

Qualifications
University of Singapore
Bachelor of Accountancy
Financial Industry Regulatory Authority
National Commodity Futures Exam - Series 3
The Wharton School
Nomura Investment Management Program
The Institute of Banking and Finance (Singapore)
SIMEX Futures Trading Exam

Memberships
Chartered Accountants Australia and New Zealand (CA)
Chartered Financial Analyst Institute (CFA)