Sean Yeo Financial Planner Report

Name:
Sean Wi-kiong Yeo

Rep Number:
000434072

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2014-10-27 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Monarch Institute
Advanced Diploma of Financial Planning
Murdoch University
Bachelor of Arts
University of Adelaide
Cavendish & ICFS Specialist SMSF Course
Institute of Financial Services University College (UK)
Certificate IV in Finance and Mortgage Broking
Monarch Institute
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)