Page 25 - Shing Susan - Review Report - July 2020
P. 25
Portfolio report for Ms. Susan Shing
eWrap Investment (0595039)
Summary
General details
Client name SUSAN MARY SHING
Date of birth 06 Feb 1959
Investor type Personal
Tax file number held Yes
Portfolio details
Commencement date 07 Nov 2005
Gross portfolio value total $6,436.68
- eCash $6,436.68
- Managed Funds $0.00
- Shares $0.00
Margin Loan * $0.00
Net portfolio value total $6,436.68
Contact details
Address MS SUSAN MARY SHING
UNIT 312 576-578 ST KILDA ROAD
MELBOURNE VIC 3004
Australia
Financial planner details
Financial planner name MR PAUL ASPROS
Business telephone number (02) 9324 8888
Authority to operate Granted
Portfolio details
Fee Structure
eCash 0.70%
Managed funds 0.70%
eCash account details
Financial institution BSB number 336095
Financial institution account number 650083987
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June 27, 2020 Provided by PAUL ASPROS
