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Financial Advisers: JENNY BAI Information

This is the detailed information about JENNY BAI, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000279425, the year the Financial Adviser first provided advice is 2007 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:36.

Financial Adviser Number: 000279425
Financial Adviser Name: JENNY BAI
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2007
Adviser Town: Castle Hill
Adviser Country: Australia
Adviser Town: Castle Hill
Adviser State: NSW
Adviser Postcode: 2154
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: AUSURE PTY LTD
    Licence Number: 000238433
    Licence ABN: 94096971854
    The date the Financial Adviser commenced the appointment: 2019-08-07
    The date the Financial Adviser ceased the appointment: 2020-03-19
    Authorised Representative Name: AUSURE PTY LTD
    Authorised Representative Number: 000238433
    Rep Appointed ABN: 94096971854
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Mathematics and Finance - University of Technology, Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Securities Institute
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
    Provides details on areas the Financial Adviser is restricted from giving advice on: You are authorised to perform the following tasks:. Deposit and payment products limited to:- Basic Deposit Products- Deposit Products other than basic Deposit Products. Life Products includinga) 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; andb) 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;. Interest in managed investment schemes including investor directed portfolio services;. Retirement savings accounts (RSA) products (Within the meaning of the retirement savings account act 1997);. Superannuation and retirement products
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: INSIGHT INVESTMENT SERVICES PTY LTD
    Licence Number: 000309996
    Licence ABN: 22122230835
    The company(ies) or people who control the licensee's business: HIGHFIELD GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2020-03-20
    Authorised Representative Name: INSIGHT INVESTMENT SERVICES PTY LTD
    Authorised Representative Number: 000309996
    Rep Appointed ABN: 22122230835
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Mathematics and Finance - University of Technology, Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Securities Institute
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
    Licence Number: 000238430
    Licence ABN: 86003742756
    The company(ies) or people who control the licensee's business: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 2016-10-21]
    The date the Financial Adviser commenced the appointment: 2007-05-21
    The date the Financial Adviser ceased the appointment: 2019-06-21
    Authorised Representative Name: AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
    Authorised Representative Number: 000238430
    Rep Appointed ABN: 86003742756
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Mathematics and Finance - University of Technology, Sydney ~ Certified Financial Planner (CFP) - Financial Planning Association (FPA) ~ Graduate Diploma of Financial Planning - Securities Institute
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.