Jaclyn Yeo Financial Planner Report

Name:
Jaclyn Yeo

Rep Number:
000264013

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2004-03-10 onwards

Location:
Bathurst, Regional NSW, NSW, 2795

Licensee
Name:

Number:
000240837

ABN:
60 003 474 977

Controlled By:

Appointed By
Name:
Bridges Financial Services Pty Limited

Licence Number:
000240837

ABN:
60 003 474 977

May advise on following product areas:
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Miscellaneous Financial Investment Products
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Deakin University
Diploma of Financial Services (Financial Planning)

Memberships
Association of Financial Advisers (AFA)