Financial Adviser
· SYDNEY, NSW
Vera Lin
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266123
Vera Lin is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Vera is currently authorised under Ord Minnett Limited. Vera holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Finance) from UNSW.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Finance)
UNSW
2014
ADA 1 & 2
KAPLAN
2014
SUPERANNUATION
DEAKIN
2018
Diploma of Financial Planning
Kaplan
Registration History
E.L. & C. BAILLIEU PTY LIMITED
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register