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- Taffline Jan Carlos-luu
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