Judy Yan Financial Planner Report

Name:
Judy Lu Yan

Rep Number:
001004096

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2007-07-27 onwards

Licensee
Name:

Number:
000231139

ABN:
65 003 900 169

Controlled By:

Appointed By
Name:
Commonwealth Financial Planning Limited

Licence Number:
000231139

ABN:
65 003 900 169

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
Monash University
Bachelor of Commerce
Kaplan (formerly Securities Institute Australia)
Graduate Diploma of Financial Planning
Kaplan Professional
Master of Applied Finance

Memberships
Financial Planning Association (FPA) - Certified Financial Planner