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Tingting Jia

Name
Tingting Jia
ID
1242086
ABN
First Provided Advice
2016
Restrictions
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Qualifications

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

  • Bachelor of Business - La Trobe University
  • Diploma of Financial Planning - Kaplan Professional
  • Margin Lending Adviser - Mentor Education
  • Master of Management - University of Melbourne
  • Self Managed Superannuation Fund Adviser - Mentor Education

Memberships

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

  • Financial Planning Association of Australia (FPA)

Licencee

Status
Current
Licence Holder
Wealth Today Pty ltd (#340289)
Commenced
April 19, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Evermore Money Management Pty Ltd (#401712)
Commenced
May 26, 2017
Ceased
Feb. 2, 2018
Status
Ceased
Licence Holder
Lonsdale Financial Group Limited (#246934)
Commenced
March 19, 2019
Ceased
March 29, 2021
Status
Ceased
Licence Holder
Lifespan Financial Planning Pty Ltd (#229892)
Commenced
Feb. 3, 2018
Ceased
March 18, 2019
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
May 19, 2016
Ceased
Oct. 25, 2016
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
Oct. 25, 2016
Ceased
May 5, 2017