Helen Yau Financial Planner Report

Name:
Helen Yau

Rep Number:
000432483

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-07-31 onwards

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

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
Superannuation

Qualifications
Deakin University
Bachelor of Commerce
International Institute of Technology Pty Ltd (IIT)
Diploma of Financial Planning
Institute of Chartered Accountants Australia (ICAA)
Graduate Diploma in Accounting

Memberships
SSA - SMSF Specialist Accreditation (SPAA)