Paul Yuen Financial Planner Report

Name:
Paul Kevin So Wan Yuen

Rep Number:
001003664

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2007-09-24 onwards

Licensee
Name:

Number:
000222835

ABN:
64 090 069 239

Appointed By
Name:
Planning Partners Pty. Ltd.

Licence Number:
000222835

ABN:
64 090 069 239

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT
B Bus Acc
FPA
CFP
Kaplan
FP

Memberships
Financial Planning Association of Australia (FPA)