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- Financial Advisers Australia (FAA)
- James Xing-yi Chen
James Xing-yi Chen
- Name
- James Xing-yi Chen
- ID
- 469035
- ABN
- –
- First Provided Advice
- 2014
- Restrictions
- Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.
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
- Status
- Ceased
- Licence Holder
- Berry Actuarial Planning Pty Ltd (#237993)
- Commenced
- Nov. 6, 2023
- Ceased
- July 24, 2026
- Status
- Ceased
- Licence Holder
- Commonwealth Financial Planning Limited (#231139)
- Commenced
- Dec. 14, 2018
- Ceased
- Oct. 30, 2020
- Status
- Ceased
- Licence Holder
- Millennium 3 Financial Services Pty Ltd (#244252)
- Commenced
- Nov. 2, 2020
- Ceased
- Nov. 3, 2023
- Status
- Ceased
- Licence Holder
- Akumin Financial Planning Pty Limited (#232706)
- Commenced
- Nov. 19, 2014
- Ceased
- April 9, 2015
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- April 4, 2017
- Ceased
- Nov. 1, 2018
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- Aug. 17, 2015
- Ceased
- Dec. 19, 2016