Janet Yeung Financial Planner Report

Name:
Janet Yeung

Rep Number:
000328958

Status:
Ceased

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2010-03-26 - 2015-03-26

Licensee
Name:

Number:
000223328

ABN:
43 001 823 678

Appointed By
Name:
Janet Yeung

Licence Number:
000328958

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

Qualifications
Tribeca
Advanced Diploma of Financial Servies (Financial Planning)
Intellitrain
Diploma of Financial Services (Finance/Mortgage Broking Management)
University of Technology Sydney
Estate Planning
AFA
Fellow, Chartered Financial Practitioner (FChFP)
University of Western Sydney
Master of Commerce (Financial Planning)

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
The Mortgage & Finance Association of Australia (MFAA)