Jim Yong Financial Planner Report

Name:
Jim Tai Seang Yong

Rep Number:
000415677

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2015-05-22 onwards

Licensee
Name:

Number:
000246827

ABN:
14 002 918 247

Appointed By
Name:
Phillip Capital Limited

Licence Number:
000246827

ABN:
14 002 918 247

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Standard Margin Lending Facility
Securities

Qualifications
Australian Stock Exchange
Accredited Derivatives Adviser 2
Kaplan
Graduate Diploma in Applied Finance Investments
Kaplan
Margin Lending & Geared Investments
Deakin University
PS 146

Memberships
Financial Services Institute of Australasia