Page 15 - Shing Susan - Review Report - July 2020

Ms Susan Shing
Review report - Ms Susan Shing Ms Susan Shing
Review report - Ms Susan Shing
1 June 2019 to 31 May 2020
1 June 2019 to 31 May 2020

Date: 24 June 2020
Date:
24 June 2020
Client reference number:
Client reference number: 0155797
0155797
Client details Adviser details
Adviser details
Client details
Paul Aspros
Name:
Ms Susan Shing
Name:
Name: Ms Susan Shing Name: Paul Aspros
Phone:
(02) 9324 8888
Addresses: Phone: (02) 9324 8888
Addresses:
Postal: Po Box 3157 Fax: (02) 9324 8899
Postal:
(02) 9324 8899
Po Box 3157
Fax:
PAUL@PSK.COM.AU
Email:
Bonnells Bay NSW 2264 Email: PAUL@PSK.COM.AU
Bonnells Bay NSW 2264
67 Hillcrest Road
Home:
Home: 67 Hillcrest Road Adviser transaction
Adviser transaction
authority:
No
Mirrabooka NSW 2264 authority: No
Mirrabooka NSW 2264
Contacts:
Contacts:
H: H: Not supplied
Not supplied
Not supplied
W:
W: Not supplied
M: 0417 253 333
M:
0417 253 333
Email: suzieshing@gmail.com
Email:
suzieshing@gmail.com
Female
Gender: Female
Gender:
6 February 1959
Date of birth: 6 February 1959
Date of birth:
Tax file number: Provided
Tax file number:
Provided
Portfolio summary
Portfolio summary
Your portfolio summary as at 31 May 2020
Your portfolio summary as at 31 May 2020
Account
Account
Type
Type Account value
Account value
number
number
$927,723.69
Summit Personal Super 0155797D201 $927,723.69
0155797D201
Summit Personal Super
Portfolio value $927,723.69
$927,723.69
Portfolio value

North Service Centre, GPO Box 2915, Melbourne, VIC 3001
North Service Centre, GPO Box 2915, Melbourne, VIC 3001 Tel: 1800 667 841 Fax: 1800 071 329 Tel: 1800 667 841 Fax: 1800 071 329
Website: northonline.com.au Email: north@amp.com.aunorthonline.com.au Email: north@amp.com.au
Website:
Fund: Wealth Personal Superannuation and Pension Fund ABN 92 381 911 598BN 92 381 911 598
Fund: Wealth Personal Superannuation and Pension Fund A
Trustee: N.M.Superannuation Proprietary Limited ABN 31
Trustee: N.M.Superannuation Proprietary Limited ABN 31 008 428 322 AFS Licence No. 234654008 428 322 AFS Licence No. 234654
Page 1 of 6
Date prepared: 24/06/2020
Date prepared: 24/06/2020 Page 1 of 6