Jillian Yep Financial Planner Report

Name:
Jillian Gai Yep

Rep Number:
000309952

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2014-07-01 onwards

Licensee
Name:

Number:
000408634

ABN:
13 151 098 476

Appointed By
Name:
Fintech Financial Services Pty Ltd

Licence Number:
000408634

ABN:
13 151 098 476

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

Qualifications
ThreeSixty
Advanced Diploma of Financial Services
Griffith University
Bachelor of Commerce
Gold Coast Institute of TAFE
Diploma of Financial Services