Annisi Tai Financial Planner Report

Name:
Annisi Shu Chi Tai

Rep Number:
001252864

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-03-01 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000472131

ABN:
12 602 739 471

Appointed By
Name:
Moore Stephens Wealth Management (vic) Pty Ltd

Licence Number:
000285995

ABN:
68 109 534 367

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
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Queensland
Bachelor of Business Management
Kaplan
Diploma of Financial Services
Kaplan
Self Managed Superannuation Funds