Jason Yu Financial Planner Report

Name:
Jason Yu

Rep Number:
000466779

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2016-04-01 onwards

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
Certificate IV in finance and mortgage broking
Monarch Institute
Diploma of financial planning

Memberships
Financial Ombudsman Service