Kam Yuen Financial Planner Report

Name:
Kam Chuen Yuen

Rep Number:
000324387

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2015-08-31 onwards

Licensee
Name:

Number:
000243313

ABN:
33 007 207 650

Appointed By
Name:
Synchronised Business Services Pty Ltd

Licence Number:
000243313

ABN:
33 007 207 650

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

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Services (Financial Planning)
University of Sydney
Bachelor of Commerce
Kaplan
Diplona of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Taxation Institute Of Australia