Donald Yum Financial Planner Report

Name:
Donald Yum

Rep Number:
000454166

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2014-02-27 onwards

Location:
Hurstville, , NSW, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Iwision Financial Planning Pty Ltd

Licence Number:
000445369

ABN:
60 133 651 644

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
AAAMC Training Group
Diploma of Financial Services (Financial Planning)