FELICITY YINGCHU YANG


Licensee: 123 INVESTMENT MANAGEMENT PTY LTD

FELICITY YINGCHU YANG (Adviser# 001245703) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 12, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name FELICITY YINGCHU YANG
Adviser Number 001245703
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2016
Financial Service (AFS) Licence Licence# 000469061
123 INVESTMENT MANAGEMENT PTY LTD
Licence ABN 39601788274
Adviser Start Date 2016-07-12
Appointing Representative Name 123 INVESTMENT ADVISORS PTY LTD
Appointing Representative Number 000471032
Appointing Representative ABN 34603458402

Authorisations to provide financial product advice

  • FELICITY YINGCHU YANG
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Melbourne
Foundations of Financial Planning Part A: Generic Knowledge Kaplan
Foundations of Financial Planning Part B: Financial Planning Kaplan
Securities and Managed Investments Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000469061 123 INVESTMENT MANAGEMENT PTY LTD 2016-07-12 - 123 INVESTMENT ADVISORS PTY LTD

Licensee Information

Licence Name 123 INVESTMENT MANAGEMENT PTY LTD
Licence Number 000469061
Licence ABN 39601788274

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHARLEY XIAO WANG 123 Investment Management Pty Ltd Current 2016-03-21
TAO ( TEDDY) YU 123 Investment Management Pty Ltd Current 2016-03-21
TAO ( TEDDY ) YU 123 Investment Management Pty Ltd Current 2015-01-13
CHARLEY WANG 123 Investment Management Pty Ltd Current 2015-01-08

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHARLEY XIAO WANG 123 Investment Management Pty Ltd Current 2016-03-21
TAO ( TEDDY) YU 123 Investment Management Pty Ltd Current 2016-03-21
TAO ( TEDDY ) YU 123 Investment Management Pty Ltd Current 2015-01-13
CHARLEY WANG 123 Investment Management Pty Ltd Current 2015-01-08

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.