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3. Betty Tran

Betty Tran

Name

Betty Tran

ID

279138

ABN

–

First Provided Advice

2004

Restrictions

(a)provide financial product advice for the following classes of financial products:(i)deposit and payment product limited to:(A)basic deposit products;(B)deposit products other than basic deposit products;(ii)life products including:(A)investment life insurance products as well as any product issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(B)life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(iii)interests in managed investment schemes including:(A)the investor directed portfolio service known as Industry Fund Portfolio Service; and(iv)superannuation;(b)deal in a financial product by:(i)applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:(A)deposit and payment products limited to:(1)basic deposit products;(B)life products including:(1)investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and(2)life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;(C)interests in managed investment schemes including:(1)the investor directed portfolio service known as Industry Fund Portfolio Service; and(D)superannuation; to Members.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee