Taffline Jan Carlos-luu

Name
Taffline Jan Carlos-luu
ID
1244849
ABN
First Provided Advice
2016
Restrictions
Limited financial services as defined in Corporations Regulation 2001 7.6.04, as amended from time to time:(a)financial product advice on self-managed superannuation funds; (b)financial product advice on superannuation products in relation to a person's existing holding in a superannuation product but only to the extent required for: (i)making a recommendation that the person establish a self-managed superannuation fund; or (ii)providing advice to the person on contributions or pensions under a superannuation product; (c)class of product advice on the following: (i)superannuation products; (ii)securities; (iii)simple managed investment schemes; (iv)general insurance products; (v)life risk insurance products; or(vi)basic deposit products; (d)arrange to deal in an interest in a self-managed superannuation fund"Additional Financial Services" means(a)providing financial product advice, and arranging to deal, but only in respect of disposing of an interest in a superannuation product; and(b)providing financial product advice, and arranging to deal in an interest in simple managed investment schemes and basic deposit schemes, as approved in writing by Actocue from time to time.

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
Actocue Pty Ltd (#323729)
Commenced
July 11, 2016
Ceased
May 8, 2017